Category: The Market

3Q Review and Outlook

David Martin

After the strongest August in 34 years, momentum reversed in September. The S&P 500 Index finished the month down 3.9%, but still left the index up 5.5% on the year. The decline in September was led by the mega-cap growth stocks that had helped drive the market to new highs…

Categories: Industry Ideas, The Market

Did COVID-19 Force You to Wrongly Rebalance?

Thad Schlaud

Did you sell and buy because of market uncertainty? Read on for strategies and insights into rebalancing your investments. There is no question that this pandemic affected markets in 2020. With most indexes reclaiming some of the lost ground, many are worried about what the future holds for their portfolio.

Categories: Industry Ideas, The Market

CARES Act Part I

Thad Schlaud

Are you curious if you qualify for financial help from the CARES Act during the COVID-19 crisis? Wondering when you can expect the relief? Read on as we break it all down for you.

Categories: News, The Market

Q4 2019 Market Review

David Martin

Read on for a look into what 2019 brought to the equity market and where the market is headed as we go further into 2020. Also, where are we in the current economic cycle and what does that means for investment risk?

Categories: Industry Ideas, News, The Market