Our Newsletters and Market Updates
1st Quarter Newsletter 4-13-2021
Topics:
- Benchmark Returns and Deep Financial Analysis.
- Michael's FAQ #1: Should I be worried about taxes rising?
- Michael's FAQ #2: Where are the opportunities?
- Michael's FAQ #3: Where are the risks in the economy and financial markets?
- Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.
- Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
4th Quarter Newsletter 1-15-2021
Topics:
- Benchmark Returns and Deep Financial Analysis.
- Michael's FAQ #1: Are we in a bubble? Is this sustainable?
- Michael's FAQ #2: How will the Biden Administration or the end of the pandemic affect the economy?
- Michael's FAQ #3: Thoughts on 2020 & 2021?
- Michael's FAQ #4: Do Required Minimum Distributions apply again in 2021?
- Sara’s News You Can Use: Life & Legacy Planning, Medicare and Business Update.
- Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
3nd Quarter Newsletter 10-10-2020
Topics:
- Benchmark Returns as of 9/30/2020.
- Financial Markets Summary.
- Michael's FAQ #1: What is this economic recovery going to look like?
- Michael's FAQ #2: What does all this mean for us today?
- Sara’s News You Can Use: Medicare and Life & Legacy Planning.
- Business Update, Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
Market Update 8-25-2020 “What's $2 Trillion Amongst Friends?”
Topics:
- Global events.
- Anomalies are everywhere.
- Money printing.
- Economic update.
- Positive future.
- Business Update.
2nd Quarter Newsletter 7-17-2020
Topics:
- Benchmark Returns as of 6/30/2020.
- Financial Markets Summary.
- Michael's FAQ #1: What are the facts about COVID-19?
- Michael's FAQ #2: Disconnect between financial markets and the economy?
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
Market Update 5-29-2020 “Values time to shine.”
Topics:
- Definition of growth and value stocks.
- Why did growth outperform value stocks?
- Why would growth stocks lose their luster?
- Why would value stocks outperform growth stocks in the future?
- Summary.
- Business Update.
Market Update 5-18-2020 “We're not in Kansas anymore...”
Topics:
- U.S. unemployment.
- U.S. debt levels after stimulus packages.
- Risks outside of the Coronavirus.
- Business update.
Market Update 5-5-2020 “Are we there yet?”
Topics:
- Negative oil prices.
- Coronavirus vaccine or bust?
- Thoughts on a market bottom.
- Thoughts on future inflation food shortages.
- Business update.
1st Quarter Newsletter 4-17-2020
Topics:
- Benchmark Returns as of 3/31/2020.
- Financial Markets Summary.
- Michael's FAQ #1: What the heck happened in February and March?
- Michael's FAQ #2: What is in the CARES Act and how does it affect me?
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
Market Update 3-23-2020 “A Perfect Storm of Storms.”
Topics:
- Coronavirus
- Oil
- European Central Bank
- Federal Reserve
- Federal Government
- Suggestions and Optimism
- Office - Social Distancing
Market Update 3-16-2020 “Coronavirus, Oil and Social Distancing.”
Topics:
- Coronavirus / COVID 19
- Oil
- Office - Social Distancing
Market Update 3-10-2020 "Just the facts, ma'am."
Topics:
- Effects and repercussions of March 9th
- Analysis of other major declines in the stock market
Market Update 3-5-2020 "Roller coaster rides are supposed to be fun."
Topics:
- Federal Reserve rate cut
- Short-term outlook
- Long-term outlook (inflation)
Market Update 2-25-2020 "Every time we go on vacation."
Topics:
- Coronavirus
- Fallen Angels
- New low interest rates in the 30-Year Treasury Bonds
- Trend lines
Market Update 2-3-2020 "Coronavirus"
Topics:
- Coronavirus vs. Influenza (Flu)
- Financial Markets Reaction
4th Quarter Newsletter 1-17-2019
Topics:
- Benchmark Returns as of 12/31/2019.
- Financial Markets Summary.
- Michael’s FAQ #1: How does the SECURE Act affect me?
- Michael’s FAQ #2: Can my Required Minimum Distributions go to charities?
- Michael’s FAQ #3: What is going on in the stock market?
- Michael’s FAQ #4: Doesn't the low unemployment rate mean the economy is strong?
- Michael’s FAQ #5: Thoughts on 2019, 2020 and the new decade.
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.