Newsletters

November 2020

Monthly Market Recap from Clint Edgington, CFA Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in the short term.  Most months, it’s easy to discern why the various markets performed the way they did.  But for some months, such as last month, once you get behind …

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October 2020

Monthly Market Recap from Clint Edgington, CFA This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and COVID-19 case counts decreased off the summer highs with continued positive news on the vaccine front.  U.S. stocks outperformed European stocks as the European continent began experiencing their own COVID-19 …

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September 2020

Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent damage…”.  In short, the market liked the news on that front throughout August as case counts began to once again moderate and news of vaccine developments and timelines generally became …

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August 2020 Monthly Recap

I just passed a great drug, which always helps me cope with the stress during the exams. The price is also quite reasonable. I usually order Provigil from modafinilnet.com online drugstore, but you can take it from other suppliers. Monthly Market Recapfrom Clint Edgington, CFA July markets continued general trends already present in equity markets.  The S&P 500 returned 5% while fixed income markets continued to exhibit caution with yields dropping and returning 1.5%.  The 10 year note yield dropped from .7% down to the current level at .56%, indicating the bond market shows …

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July 2020 Monthly Recap

In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and Go Tapping Retirement Savings During a Financial Crisis Monthly Market Recapfrom Clint Edgington, CFA The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and …

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