What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior market declines. The basic characteristics of their experiences are consistent, with differing degrees of fearfulness, anxiety, confusion, or other unpleasantness expressed. Each one of us was affected by COVID-19 in…

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2020 normal

Why 2020 was remarkable, yet normal  2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic, a hard shut down of the economy, civil unrest, and one of the more emotionally charged elections in memory. From our investment management perspective, however, 2020 did not present anything…

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tax planning for Joe Biden

Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code and how that may affect financial markets, as well as our clients’ specific financial situations and tax planning. With the results of the Senate still to be determined, uncertainty reigns.…

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predicting the health of the economy

Does predicting the health of the economy improve investment results? The health of the economy is important for many reasons. When the economy is strong, more people are employed, and more businesses turn a profit. And if you own stocks, you own a piece of those businesses. Thus, it makes perfect sense that economic issues…

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How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately, the prevalence of negative campaigning can add to our angst and uncertainty. Fortunately, market history is clear – trying to maneuver a portfolio based on how an election proceeds and…

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What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While preparation does not eliminate all pressure, the sentiment holds truth. It is why coaches run drills and push players in practice. They do not want the pressures of competition to…

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