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 »
The Macro View
Posts Tagged: coronavirus
Making Sense of the Market Rebound
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 »
CARES Act Waives Required Distributions in 2020
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 »
ROTH IRA Conversions: A Powerful Planning Tool in 2020
Over the last 8 weeks the world has changed. The exact changes are not yet known but certain probabilities that impact long-term financial planning have shifted. We believe these changes have made ROTH conversions a more important strategy than ever for young savers looking to reduce their future tax burden and for older savers looking to maximize wealth transfers to their kids…. Read more »
Expecting The Unexpected: Coronavirus and Managing Risk
The stock market is down another 2% today after the S&P 500 had already fallen a combined 6% on Monday and Tuesday. As you probably know, the reason behind the market’s recent swoon is growing global concern about the potential impacts of the coronavirus and its spread outside of China to Europe and here… Read more »