11 Jan Market Recap & Outlook | Fourth Quarter 2020
An In-Depth Look at Markets Through Year-End Cut to the Chase: Markets experienced mild weakness in late October, but that didn’t...
Archive
06 Oct Deeper Dive: Demystifying Stock Market Returns
For the third quarter of 2020, we are excited to share with you a new format for the Deeper Dive...
05 Oct An In-Depth Look At The Markets Through The Third Quarter
Many investors, including this one, spent a good portion of the 3rd quarter waiting for a market pause or retracement...
09 Aug Politics and the Market
In our recent On the Horizon video, we highlighted and discussed a number of topics that we expected to impact...
06 Jul An In-Depth Look at the Markets through the 2nd Quarter
Markets bottomed in late March and, despite a few, short setbacks, spent most of the next three months recovering much...
06 Jul On the Horizon: Possible Market-Moving Issues
For the last few years, we’ve dedicated a portion of our quarterly Your Family's CFO Report to upcoming topics and...
05 Jul Politics & The Market
"Market reactions to elections are often much less - or different - than one might expect." In this video, Brad Swinsburg,...
04 Apr Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
03 Apr Summary | First Quarter 2020
“Things turn out best for people who make the best of the way things turn out” This quote from one of...
03 Apr On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world...