42 Search Results for: covid

  • Market Commentary: S&P Continues Decline, but Home Sales on the Rise

    Posted on September 28, 2020

    The S&P 500 declined for the fourth straight week. On Wednesday, the index of large U.S. companies had declined just more than 9.5% but rallied late in the week. The S&P 500 is 7.8% below its Sept. 2 high. The four-week decline has matched the characteristics of a price adjustment a …

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  • Charitable Gift Planning Strategies for 2020

    Posted on September 25, 2020

    Charitable Gift Planning Strategies for 2020 Charitable gifts can make a significant impact on your community and your tax situation – especially in 2020.   If you are in a situation where you can give a charitable gift this year, this webinar is for you. You’ve probably received hundreds of emails about these unprecedented times. …

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  • Lessons from Prior Economic Recessions for the American Investor

    Posted on September 23, 2020

    What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …

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  • Market Commentary: Restaurants are Rebounding, but S&P Still Lags

    Posted on September 21, 2020

    Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contrib …

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  • Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

    Posted on September 14, 2020

    Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

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  • Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

    Posted on September 8, 2020

    Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the righ …

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  • How to Invest Creatively in Your Fall Vacation this Year

    Posted on September 3, 2020

    Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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  • How to Make Charitable Giving Part of Your Financial Plan

    Posted on August 26, 2020

    COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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  • Weekly Market Commentary: The S&P Sets Recovery Records, Housing Market Showing Gains

    Posted on August 24, 2020

    The S&P 500 continued to march higher, rising 0.8% last week. Excluding dividends, the index of large-cap U.S. stocks reached a new record. Some investors prefer this measure for determining when bear markets end. By almost any measure, the S&P 500 is no longer in a bear market.

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  • Market Commentary: Economic Recovery May Slow After Sharp Early Rebound

    Posted on August 17, 2020

    U.S. economic data last week supported the view the U.S. is entering a period of slower economic growth after a sharp recovery in May and June. Mandatory and voluntary social distancing efforts limit how quickly the economy can recover when certain segments, such as restaurants, are still s …

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