The path for treasuries, corporate and global bonds, and other fixed income investments in 2021 could largely depend on COVID recovery.
Market Commentary
The Evolution of the S&P 500: Where Do We Go From Here?
At a glance, the S&P 500 in 2020 looked like the same U.S.-dominated bull market of the last decade. But what trends were at play and how have they shifted since 2009?
Another Banner Year or Start of a Drop? The 2021 U.S. Real Estate Market Outlook
What factors could determine how the U.S. real estate market fares in 2021? We examine that in our real estate outlook, including how COVID could play into both positive and negative outcomes.
QE & Adventures in a Fed-Driven Market: 2020 Market Recap and 2021 Outlook
While 2020 will probably be remembered as the year when everything changed, as far as markets are concerned, we seem to be trapped in the same powerful dynamics that were in place a year ago, and which have become even more deeply entrenched as a result of the pandemic.
What is Going on with GameStop?
Driven by the Wall Street Bets subreddit and boosted by Elon Musk, GameStop stock has skyrocketed in value. So what’s behind this investing trend that has taken the internet by storm?
Investment Guide: Reviewing 2020 and Financial Outlook for 2021
This comprehensive investment guide looks back at 2020 and provides an investment outlook and trends we see in 2021 in the markets.
Will My Taxes Change Under a Biden Presidency?
In a Biden presidency, we examine possible changes to tax rates, the possibilities of rollbacks of tax cuts, and status quo for many.
COVID-19 and the Real Estate Market
What should you do if you are in the process of a refinance or house sale/purchase? First things first…don’t panic! Nothing good will come with trying to force the process to go faster or demanding that things happen. The task at hand will require more patience and understanding than in previous years.
Investment Committee Meeting Recap: Responding to Market Conditions
We held an investment committee meeting (via Zoom of course, with the proper password protections!), which is a key part of our ongoing investment management process. As part of our commitment to transparency, we wanted to share some of the thoughts we discussed during the meeting.
What’s Going On With The Price of Oil?
On April 20th, 2020 something happened that has never happened before in history. The price of a barrel of WTI oil for the May contract went negative and closed at -$37.63 for a barrel. But what exactly does this mean and why did it happen?