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Weekly News Digest Thumbnail

Weekly News Digest

There's always a ton of information to digest every week, and our biggest challenge is to avoid drinking from the fire hose. Since we each spend hours reading every day, we thought that you might enjoy the articles we found the most interesting, newsworthy, or even entertaining.

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“Nobody Has Ever Seen Anything Like This”: Implications for Retired or Soon-To-Be-Retired Investors? Thumbnail

“Nobody Has Ever Seen Anything Like This”: Implications for Retired or Soon-To-Be-Retired Investors?

As fiduciaries, we continually question whether our investment process is sound and likely to deliver the returns that our clients need to reach their goals. We draw from history, academic studies, common sense, and apply the lessons to today’s environment. We are generally skeptical of the oft-repeated phrase: “This time it’s different.” It is often abused to justify poor assumptions and flawed decisions. Yet, the current pandemic triggered some unprecedented policy responses from governments around the world.

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First Quarter 2020: COVID-19 Brings Volatility Back Thumbnail

First Quarter 2020: COVID-19 Brings Volatility Back

We hope this letter finds you and your loved ones healthy and safe during the COVID-19 pandemic. COVID-19 is first and foremost a human tragedy of vast proportion. As a society, we are adapting to challenging circumstances, the most important of which is the risk to our health and lives. The financial consequences have been an unprecedented worldwide economic shock and monetary stimulus to mitigate its impact.

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Coronavirus Relief – Sorting Through the CARES Act Thumbnail

Coronavirus Relief – Sorting Through the CARES Act

On March 27, Congress passed the Coronavirus Aid, Recovery, and Economic Security (CARES) Act, the third piece of relief legislation tied to the Coronavirus outbreak. With an estimated $2.2 trillion cost, it is the largest fiscal stimulus in the history of the U.S.—more than twice as large as the 2009 American Recovery and Reinvestment Act. (...) Below are some of the highlights applying specifically to workers, investors, retirees, and small business owners.

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