Market Commentary Q1 20 graphic

Stay Home, Stay Healthy! Global markets came under significant pressure as COVID-19 spread across the globe. U.S. Large companies represented by the S&P 500 Index slid -19.6%. Small companies represented by the Russell 2000 declined -30.6% and international stocks represented by the iShares MSCI EAFE Index decreased -22.8%. The Federal Reserve cut the Federal Funds…

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On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. The nearly 900 pages of legislation is full of programs designed to help taxpayers navigate the economic hardships our country is facing. We’ve highlighted a few areas that are likely to impact you on a personal level. Required Minimum…

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The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long term helps to ensure that you’re in the position to capture what the market has…

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For prepared investors, market downturns can represent great opportunity. Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms such as correction or bear market to render judgments about the direction of markets, especially when…

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Last night, the Governor of Washington State issued a “Stay Home, Stay Healthy” order, requiring all Washingtonians to remain in their homes for the next two weeks, and exercise social distancing of at least six feet for those times that they need essential items. There are some exclusions to this order defined as “essential businesses”…

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One of the most unsettling aspects of market downturns is the fact they are out of your control. Markets move based on numerous variables that no one person can meaningfully control or even fully monitor. And when stock prices falter, the resulting steady drumbeat of negative news reports can drive many people to see the markets out…

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Sudden market downturns can be unsettling. Sticking with your plan may put you in the best position to capture a recovery. A broad market index tracking data since 1926 in the US shows that stocks have generally delivered strong returns over one-year, three-year, and five-year periods following steep declines. US Equity Returns Following Sharp Downturns…

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The first decade of the 21st century, and the second one that recently ended, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings and focusing on known drivers of higher expected returns can increase the potential…

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