March 2020

COVID-19: Thoughts on a Manic Monday

The markets continued the unprecedented volatility which we’ve all been experiencing for the past several weeks: Friday sent us into the weekend with a near 10% gain, and Monday took that gain away, and then a bit more. Tomorrow? Tomorrow will most likely see a continuation of emotional, and volatile down and up market movements.
So, what happened, today? 

Has the BandAid Been Ripped Off the Markets?

The Bull is Dead, Now What?     On Wednesday, the longest ever bull market came to a fast and furious end. It had quietly run for more than 11 years. But, markets and economies have always run in cycles, and all cycles have ends, and at some point new beginnings.  As we acknowledge the current Bear Market there are steps to consider.

Intellect & Emotion. The Known & Unknowns

(The following blog post was taken directly from our recent client newsletter)  The world of financial wellness does not turn on a dime nor operate on a 30-day cycle – that’s why my clients and friends typically receive just quarterly updates from my pen.

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