Insights and Interests

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Financial Planning - An Overview

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” – Pablo Picasso

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This year has thrown us some curveballs, but now is a great time to consider starting or revisiting your financial plan. Before jumping in though, take some time and look at what financial planning is, what it can encompass, and how you can get started.

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Election 2020: 75 Days and Counting

“Just because you do not take an interest in politics, doesn’t mean politics won’t take an interest in you.” – Pericles

The 59th United States presidential election is upon us this fall and the stakes could not feel higher. The global economy experienced one of the sharpest contractions on record in the second quarter of 2020 with a recovery that depends on containing the COVID-19 pandemic and related economic fallout.

Learn what this all could mean in the months and year ahead.

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Quarterly Newsletter

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Second Quarter 2020

“Like it or not, we live in interesting times.” - Robert Kennedy, 1966

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Market returns in the second quarter of 2020 rewarded investors who stayed the course. While most broad stock indices have yet to make new highs, the double-digit gains for many risked-based assets during the quarter significantly pared the losses experienced earlier this year.

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First Quarter 2020

“While we may have more still to endure, better days will return. We will be with our friends again, we will be with our families again, we will meet again.” - Queen Elizabeth

The first quarter of 2020 is a period that we will all remember. There is no modern precedent for what we are currently going through. The COVID-19 pandemic has affected us all, and for now presented us with a new normal of daily life.

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Fourth Quarter 2019

“Every bull market must have a wall of worry on which to climb.” - Wall Street proverb  

2019 represented a banner year for investors across most major asset classes. The strong returns of stocks and other risk-based assets were driven by attractive starting valuations, accommodative monetary policy, and the easing of trade and geopolitical tensions. At the same time, falling interest rates caused by recession fears provided a tailwind for bonds, as bond prices move opposite rates.

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Third Quarter 2019

“In reality, no one knows what the market will do.” - Seth Klarman

U.S. stocks continued to grind higher in the third quarter despite elevated bouts of volatility along the way. This now familiar pattern of market selloff followed by market strength has resulted in very strong YTD performance for most broad U.S. stock indices, but only modest returns on a 1-year basis. Trade related headlines, the actions of the Federal Reserve, and manufacturing data remain among the biggest drivers of markets at this time.

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Special Commentary

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Secure Act

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The recently passed Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) contains numerous provisions which will affect many U.S. taxpayers and their beneficiaries. As the SECURE Act is one of the biggest pieces of legislation to impact retirement and financial planning in recent years, we wanted to highlight several key provisions and their respective planning considerations.

Read our commentary on the SECURE Act.

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