Month

July 2020
Is a vaccine our only hope, or is unlimited stimulus enough? Some weeks just take your breath away, and last week was one of them. Let’s touch on some of the key points, and then we can break them down one by one. On Monday the S&P500 entered positive territory for the year and stayed...
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by David Ruff CFA, Global Portfolio Manager Europe receives relatively little attention in the 2020 manic global equity markets led by the major markets of China and the U.S..  Ranking last of the big three regional powers in year-to-date equity performance is not an uncommon position for Europe.  In dollar terms, the pan-European STOXX 600 Index...
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by Kevin Kern Founding Partner Going through life searching for happiness can certainly bring some disappointment.  But going through life searching for meaning and purpose can bring serenity.  This can also be true with investing.  The purpose of your portfolio will determine the level of serenity you are having this year as the S&P 500 is...
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Forefront’s Monday Market Update Don’t let emotions drive the bus! I have had an increasing number of conversations with many of my clients who are asking about adding risk to their portfolios, and purchasing securities trading at increased, and unrealistic valuations. This isn’t surprising and a classic case of risk compensation. Risk compensation is a...
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by Jeff Deiss CFP, AEP, Wealth Advisor We’ve written recently about focusing on what you can control and using COVID-19 downtime to tackle issues you may not normally get to. We’re being a little more specific today. The pandemic has reminded us all just how important our health is—and making sure we have the right plans...
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by Randall Coleman, CFA Financial websites were abuzz Friday afternoon with the news that Elon Musk had overtaken Warren Buffet on the Bloomberg Billionaires Index. Tesla (founded by Musk) shares popped 10% that day, adding $6 Billion to Musk’s personal fortune. For the year-to-date period, Tesla has gained a whopping 269%. Meanwhile, the world’s preeminent blue...
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by Matthew Terzian, CFA, CFP Just like the 2008 financial crisis, investors are fleeing to cash during the Coronavirus Pandemic, and this migration comes at an extreme cost, better known as a cash drag.  Merriam Webster defines the word “drag” as a burden or encumbrance.  Growing up, many of us heard stories from our parents and...
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Forefront’s Monday Market Update What the heck is going on? In a time when getting news and data has never been easier, it has never been harder to get ACTUAL data and news without an agenda behind it. All news stations are in the business of selling advertising, and your eyeballs watching/reading is the product...
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Our founder, Amit Chopra, was recently featured in Yahoo Money’s article “Map: Here are the best and worst U.S. states for retirement in 2020”, commenting on the driving factors for those transitioning into retirement. Read the article here >
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by Dr. JoAnne Feeney The market has been behaving like Dr. Jekyll and Mr. Hyde over the past month, bouncing between good and bad news. Which personality will arrive this week? The extent of uncertainty applies to this year’s earnings, but also 2021 and 2022. As we’ve noted before, we are in a strange situation where...
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