This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
The path of the pandemic impacts the level of economic activity in the United States, and fluctuations cause a lot of uncertainty. However, the approval and distribution of several very effective vaccines in the U.S. should allow for life to largely return to normal by the summer of 2021.
Market Review 2020: Looking Back on an Unprecedented Year
Democrats have officially secured two additional Senate seats in the GA runoff election, splitting the chamber 50-50 between Republicans and Democrats (including 2 independents that caucus with Democrats).
Download Article
Download Article
Quarterly Topic: When It’s Value vs. Growth, History Is on Value’s Side
Sitting down with your advisor to discuss Tax & Estate planning can be stressful enough for most families. After all, not many are willing to recognize, let alone prepare for their own mortality.
Quarterly Topic: Long Term Investors, Don’t Let a Recession Faze You
In yet another failed attempt at discussing household financial austerity over dinner, my wife cleverly shifted the conversation toward the subject of government stimulus and spending.
With interest rates at all-time lows, estate planning techniques in vogue after that Great Financial Crisis are returning to favor by wealthy Americans that have exhausted or nearly exhausted their lifetime gift tax exemption.
In just one month, US Large Cap (S&P 500), International Developed (MSCI EAFE), and Emerging Market (MSCI Emerging Markets) stocks have managed to rally 30%, 23%, and 20% respectively off of their coronavirus driven March 52-week lows, following federal government and central bank-led stimulus measures, flattening coronavirus incidence rates across the globe, and a first look at the impact of foreign nations beginning to reopen their manufacturing and service economies.