August Monthly Newsletter

[media-downloader media_id=”4798″ texts=”Download PDF” class=”cherry-btn”] July 2020 Index Month Year Dow Jones +2.5040% -6.1748% S&P 500 +5.6351% +2.2821% NASDAQ +6.8533% +20.3499% 10-Yr Treasury yield was 0.65% at the end of June and 0.62% at the end of July   Markets July was a very revealing month for the financial markets. With coronavirus cases and deaths …

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July Monthly Newsletter

Market May Keep Building Up, Blowing Off ‘Froth’ for Some Time July could be a pivotal month in the coronavirus crisis for many reasons. With the infection rate spiking in several states as June ended, we’ll find out whether these outbreaks can be contained without a major setback to reopening efforts nationwide. By mid-August, we …

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June Monthly Newsletter

[media-downloader media_id=”4590″ texts=”Download PDF” class=”cherry-btn”] May 2020 Index Month Year Dow Jones +4.64% -10.05%  S&P 500 +4.75% -4.99% NASDAQ +6.89% +6.24% 10-Yr Treasury yield was 0.63% at the end of April and 0.65% at the end of May   Markets As states reopened in May, economic damage from the coronavirus pandemic continued to mount. It …

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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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