September 21, 2020—Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping.
In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details a disconnect between the stock market and the economy, the underlying associated risks, and how our focus on three pillars—economics, a long-term investment horizon, and risk mitigation—continue to guide our portfolio positioning.
July 30—What do the Fed, fiscal stimulus, vaccines, and the election mean for the economy and your investments going forward?Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue analyze the key drivers behind the market’s recent run.
Moderator: At this time, let’s begin today’s webinar, Diagnosing the Disconnect: A COVID-19 Economic and Market Update.