“Unprecedented” Charts to Put the Economy in Context

The last three months have been so “unprecedented” that Google Trends indicates that searches for the term “unprecedented” are up 1000% versus the historical average.  That’s, well, unprecedented.  During these unusual times, I have found charts and infographics helpful to put things into perspective.  Below, you can find a couple of our in-house charts along

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Bad Things Happen At Bad Times. . .

My investment mentor, a late legend among hedge fund managers, once explained to me the stages of a market decline. Public concern is first, which turns to worry, which then becomes fear, then becomes panic, and finally capitulation. One can get an idea of the current stage of public sentiment by the generally frantic nature of investors

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SECURE Act Impacts to Small Businesses

UNDERSTANDING KEY HIGHLIGHTS OF THIS LAW AND HOW IT COULD IMPACT YOU AND YOUR EMPLOYEE OFFERING  The SECURE Act was signed into law at the end of 2019 and is meant to encourage more people to save for the long term by increasing their options. SECURE stands for “Setting Every Community Up for Retirement Enhancement”

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SECURE Act Impacts to Individuals

UNDERSTANDING KEY HIGHLIGHTS OF THIS LAW The SECURE Act was signed into law at the end of 2019 and is meant to encourage more people to save for the long term. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and expands the options and incentives available to those investing in a retirement plan.

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July 31st Rate Cut

On July 31st, Expect the Federal Reserve to Cut Interest Rates On July 31st, the Federal Reserve (Fed) is expected to announce a wind down and reversal of the tightening cycle which took place over the last five years.  For those that remember, the quantitative easing program, which was considered one of the most aggressive

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