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From COVID-19 to a Contentious Election

August 10, 2020

As election season heats up, investors should consider the impact a change in regime may have on their portfolios.

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Sizing Up Big Tech

August 3, 2020

After an incredible run of performance, Tech+ now accounts for over 40% of the S&P 500, representing a larger share of the index than it did during the Dot-Com Bubble.    

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Sticking to the Investment Plan in Uncertain Times

July 27, 2020

Reasons to avoid underweighting stocks following the market’s dramatic recovery.

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High-Yield Muni Bonds May Enhance Income

July 20, 2020

Investors seeking more income may want to consider higher-risk investments in municipal high-yield bonds.

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COVID-19’s Spread Could Slow the Recovery

July 13, 2020

A surge of COVID-19 cases in some southern and western states could slow the recovery.
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July Digest

View the articles featured in the July 2020 Digest.

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Balancing Recovery and Risk in the Pandemic’s “Reopen” Phase

New COVID-19 cases and hospitalizations are rising as more states reopen, requiring a balance between speed of recovery and risk of resurgence.

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Record COVID-19 Cases Slow Rapid Reopening

July 6, 2020

The COVID-19 resurgence in 40 states is slowing the rapid reopening that led to faster-than-expected economic improvement. 

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Intra-Family Loans: A Financial Resource to Consider in a Difficult Economy

 Loans between family members — called intra-family loans — can be a low-cost way to assist with purchasing a home, starting a business or paying living costs. 

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Economy Recovers Steadily As New Pandemic Risks Emerge

June 29, 2020

The U.S. economy continues steady progress toward recovery, but the pandemic’s mostly southern resurgence poses risks.

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COVID-19 Hospitalization Cases Down Despite Resurgence In New Infections

June 22, 2020

Concern recently has focused on the more than 2 million total U.S. cases and the resurgence in new cases since late May.

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Signs of Stock Market Speculation by Individual Investors

June 15, 2020

Speculation by individual investors appears to be a factor driving the stock market rally.

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