by dkelley | Jul 14, 2020 | blog
Global Asset Allocation Views Q3 2020 2nd Quarter Recap Markets exited bear territory finishing just shy of all-time highs. NBER (National Bureau of Economic Research) finally called the recession when it appears we may already be exiting and entering a new cycle....
by dkelley | Apr 28, 2020 | blog
Financial Opportunities As we continue to manage your investments during the current pandemic it is important to keep a focus on the 3 L’s that we use to help you build your goals. Reviewing the Lifestyle that you want to live, now and into the future, the Loved Ones...
by dkelley | Apr 20, 2020 | blog
Global Asset Allocation Views – Q2 2020 “It’s never paid to bet against America. We come through things, but it’s not always a smooth ride.” Warren Buffet We enter the second quarter of 2020 amid our first bear market since the Great Financial Crisis of 2008. We are...
by dkelley | Mar 16, 2020 | blog
Coronavirus Market UPDATE As I write this, we have officially entered a bear market. The first official bear market since the 2008 financial crisis. The spread of covid-19 has caused supply constraints, lower demand, concerns in the credit market, and...
by dkelley | Feb 25, 2020 | blog
Coronavirus Scare – US markets entered 2020 at overbought levels poised for a drawdown. The global economy was bouncing back from a difficult 2019 and a manufacturing recession in some parts of the globe. The US-China phase 1 trade deal was helping to boost...
