Putting Market Downturns Into Perspective

Putting Market Downturns Into Perspective

Since emerging from the 2008 financial crisis, markets can overall be considered cooperative. Stocks have continued to move higher, while falling bond yields saw fixed income investors enjoy bumper returns. Volatility remained low relative to history, and while we did...
Coronavirus Fears Drive Market Correction

Coronavirus Fears Drive Market Correction

After significant selling earlier in the week, global equity markets came under further pressure today as investors grapple with the coronavirus (COVID-19) outbreak and its impact on economic growth. As of this writing, the S&P 500 Index is down -10.7% for the...
Choosing a Vacation Destination for All Ages

Choosing a Vacation Destination for All Ages

February 25, 2020. By Ashley Agnew:  With a minimum ten-year age difference between all of our family’s children, even a family trip consisting of just the members of our household is multigenerational.  Wishing for our next vacation to be enjoyable for all parties...
With These Rates, Should I Refinance My Mortgage?

With These Rates, Should I Refinance My Mortgage?

February 18, 2020. By John Wolfsberg:  Mortgage rates continue to be at all time lows as the yield on the 10yr US Treasury is driven lower. This is largely attributable to several factors including a lack of inflationary pressures, expectations of a slowing economy...
Market Implications of the Wuhan Coronavirus

Market Implications of the Wuhan Coronavirus

February 11, 2020. By Mark Barry Written with information as available on January 31, 2020: Concern over the spread of the Wuhan coronavirus has continued to weigh on markets, with the S&P 500 Index and MSCI China Index down about -1.80% and -2.00% respectively on...
Owner Occupied Rental Properties

Owner Occupied Rental Properties

February 4, 2020. By Anthony Norris: Getting into real estate investing can be challenging, especially if you have limited experience and resources. A good starting point, however, may be to research the value of owner-occupied properties. This style of living...