Keep up with the latest financial insights from our Founder & Chief Executive Officer. Check in regularly for his take on current financial events and industry trends. Each post is designed to take only a few minutes to read. The content of this blog is designed for educational purposes only and should not be considered as personal investment advice.

Sunday, March 22, 2020

More than $8 trillion has been wiped from the S&P 500 since February 19th. As we wait for the biotech industry to produce an antiviral and a vaccine, it is going to take the sacrificing of freedoms to keep at-risk Americans safe. This...

Sunday, March 15, 2020

Calming fears and restoring confidence in equity markets will require joint efforts by Congress and the Federal Reserve to support businesses of all sizes impacted by the Coronavirus. Without innovative stimulus packages by both parties,

Saturday, March 14, 2020

Life changed this week as Coronavirus panic set in around the country. The volatility index spiked above 77, the highest reading since the Lehman Brothers collapse in 2008. We also had the largest one day drop in the market since 1987....

Saturday, March 7, 2020

The equity markets remain volatile, with capital seeking the safe haven of U.S. Treasuries. On Friday, the 10-year Treasury hit another historic low of .66%. Do not let the market chaos distract you from the opportunity which is...

Friday, March 6, 2020

Volatility continues to whipsaw equity prices this week. Here are some tips on how to value stocks, to determine if prices are cheap or expensive. Historically, the average S&P 500 price-to-earnings (P/E) ratio has been 15.78. Based on...

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Wednesday, March 4, 2020

For the eighth time in history, the Federal Reserve attempted to support equity markets with an emergency rate cut. The surprise cut was met with heavy selling pressure, as market participants "sold the news".

Saturday, February 29, 2020

This was a very difficult week for financial markets, marking the fastest 10% decline in history. The S&P 500 fell -14.4% this week, amassing a total drawdown of -15.84% in 8 trading days, wiping out all market gains since October 2019.