June Monthly Newsletter

Does a V-Shaped Economic Recovery Make Sense to You? You do not need me to tell you May was a chaotic month for America. It began with the highest one-day coronavirus death count since the start of the pandemic* and ended with violent street protests and renewed trade tensions with China.** In between we saw …

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May Monthly Newsletter

After a Calmer April, the Market is Offering a Gift to Those Who Need It Since the start of the coronavirus pandemic, I’ve been sharing weekly videos to keep you updated on the financial markets and the status of your investments. In this month’s newsletter, I’d like to share some important recurring messages from those …

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April Monthly Newsletter

Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The social distancing measures health experts recommend for slowing the spread of the virus have been more difficult to …

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March Monthly Newsletter

Coronavirus Fear May Lead to More Extreme Volatility, or Something Worse As February ended, the Dow Jones Industrial Average logged its worst week since the Financial Crisis and the S&P 500 Index dropped by more than 11% into correction territory. An estimated $7 trillion in market value was lost before the selloff slowed and the …

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February Monthly Newsletter

Disagreement Deepens Between Stock Market and Logical Bond Market Recently I pointed out that the current blow-off top rally happening on Wall Street is a good illustration of why the bond market is said to be smarter than the stock market. The stock market—which is driven mainly by emotion and animal spirits—has continued to soar …

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