Category

Financial Planning
by David Ruff CFA, Global Portfolio Manager With COVID-19, ongoing trade issues, and now riots, many equity investors are asking if equities worldwide have disconnected from reality. The U.S. and Europe, hardest hit by the pandemic, are still dealing with ongoing economic challenges. Investors also worry as tensions between the U.S. and China, the world’s two...
Read More
by Jeff Deiss CFP, AEP, Wealth Advisor With school out and summer jobs re-emerging after the shutdown, we thought we’d share some info on how you can provide some additional financial motivation and perhaps give your kids/grandkids a bit of an education at the same time. You can open a Roth IRA in the name of...
Read More
by Matthew Terzian, CFA, CFP “…In this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin, 1789 The longer one participates in the workforce the louder this quote rings true on the tax front. And unfortunately, the longer one lives, they can relate more and more on the death front,...
Read More
by Joseph Pecoraro It’s the job of the wealth advisor to read between the lines of what our clients are saying to understand what they really mean. Recently, a “financial plan” has been something more clients have been asking for without ever asking for it. For instance, a client stated in a conversation that they are...
Read More
Why Is the Market Rallying While the Economy Is Collapsing? by Dr. Charles Lieberman Chief Investment Officer Observers are trying to reconcile the sharp rally in the stock market even as the data show that economic activity has declined dramatically. It is natural to ask how the market can only be down a little more than...
Read More
While there are lower-risk and higher-risk fixed-income assets, investors could find no safe havens during the recent selloff. From the early 2020 highs to the March lows, investment-grade corporates, high yield, and preferred indices declined by 15%, 24%, and 38% respectively. This compares to the S&P500’s peak decline of 36% and highlights that liquidity trumps...
Read More
by David Lieberman Quick Summary United States • Case count grew yesterday at a rate of 2.8% from 3.8% and 4.4% the prior two days. Deaths were only about 1,100. The US CFR% held flat to 5.59%. • New cases averaged well over 30,000 per day this weekend. But that is likely due to a sharp...
Read More
by David Ruff CFA, Global Portfolio Manager A recent piece by CGTN (China Global Television Network) highlighted the city of Wuhan. Ostensibly to feature the city’s cultural and culinary reputation, but no doubt, this was also an effort to move the ongoing news narrative away from the city being the COVID-19 birthplace to project the...
Read More
by Dr. JoAnne Feeney Portfolio Manager Earnings season got off to a rocky start, but that was to be expected. Comments from management teams regarding the future were laced with cautious sentiment. Even though most investors understand that companies will struggle to estimate this year’s sales and earnings, they are still hoping that companies have some...
Read More
by David Lieberman Managing Partner, Portfolio Manager Quick Summary United States • Case count over the weekend didn’t decline as much as forecast, although Sunday’s growth of cases of 25,000 was the lowest since March 31st. Case growth slowed to 3.4% yesterday down from 4.1% and 4.7% the prior two days. • The slowing trend continues,...
Read More
1 2 3 4 5 6 10

Email Marketing by Benchmark

Recent Posts

Finding Liquidity From Your Investment Accounts
September 22, 2020
Revisiting the Stock vs. Bond Allocation
September 22, 2020
Forefront’s Monday Market Update – September 21st
September 21, 2020