The Macro View

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In our 2020 mid-year investment market review & outlook, Chris Thomas discusses the main economic and market related themes from a rollercoaster first half of the year along with some of the key topics and scenarios we’ll be watching as we step into the 2nd half of 2020.  We also share some insight on what’s… Read more »


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  On May 21, the Labor Department unveiled a new safe harbor for electronic disclosures making it easier for employers to disseminate 401k notices to plan participants. The new safe harbor is known as the “notice and access” safe harbor method. Here is a quick overview: Initial Notice The final rule continues to require that… Read more »


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Where There’s A Will, There’s A Way The reverberating effects of COVID-19 caused the S&P 500 to fall 34% in just over a month – the fastest bear market in history.  Since March 23rd, despite a historically large decline in economic growth, the S&P 500 has surged more than 35% and credit spreads have tightened…. Read more »


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  The investment and economic landscapes have undergone a dramatic reshaping in the wake of the COVID-19 pandemic and subsequent severe market volatility.  While the net effect has been damaging, it’s provided investors with ample opportunity to re-explore the diversification of their portfolios.  As investors, we are constantly taught the importance of diversification in an… Read more »


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  The Coronavirus Aid, Relief, and Economic Security (CARES) Act, a wide ranging fiscal relief package aimed at helping Americans confront the economic challenges brought on by the Covid-19 pandemic, contains a series of unprecedented maneuvers including the much discussed stimulus check provision and the Paycheck Protection Program (PPP).  While these two features of the… Read more »