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May 2020 Fund Performance Report

Posted on June 15th, 2020

May 2020 Fund Performance Report
May Markets Performance Stocks climbed higher last month, extending the rally that began after the March crash. Stock indices surmounted significant thresholds by the end of the month, with the S&P 500 crossing the 3000 mark and the Nasdaq going into positive territory for the year. Better than feared economic news, easing of lockdown measures […]

Market Strength Continues to Surprise

Posted on June 12th, 2020

Market Strength Continues to Surprise
Stocks Continue to Rally Equity markets continued to move higher in May despite lower earnings expectations and dismal economic data releases. The disparity with economic data and equity markets rebounding are perplexing to some economists and analysts. Congress voted to delist Chinese companies from U.S. stock exchanges if they do not honor required financial disclosures. […]

June 2020 Economic Snapshot

Posted on June 9th, 2020

June 2020 Economic Snapshot
A resurgence of sporadic economic activity emerged in May as stay at home bans were eased and some businesses slowly reopened. Virus resurgence fears remain a concern as uncertainty surrounding the availability of a vaccine lingers. Following April’s rebound for U.S. equities, May continued to post gains for all major stock indices. Slow re-openings by […]

How Inflation May Return

Posted on June 4th, 2020

How Inflation May Return
The past 30 years have seen the rise of globalization, maximizing comparative advantages of countries globally by allowing the production and export of inexpensive products. China’s inclusion into the WTO in 2001 allowed the country to manufacture and export products around the world in mass quantities. Globalization is now in danger of retracting, as protectionist […]

Small Business Backbone of the Economy at Risk

Posted on June 1st, 2020

Small Business Backbone of the Economy at Risk
The country is composed of millions of small businesses from home-based one person consultants to hair salons and manufacturing companies. As defined by the SBA’s Office of Advocacy, a small business has less than 500 employees and operates independently, not under the control of another entity. As of 2018, the SBA acknowledged that there were […]

April’s Oil Crash Dropped Prices below $0

Posted on May 29th, 2020

April’s Oil Crash Dropped Prices below $0
Oil’s plunge in April was of historic proportions, falling below $0 per barrel for the first time ever in history. The collapse in U.S. oil prices, as tracked by WTI, fell as storage for crude oil became nearly completely unavailable worldwide. The economy may have an indirect boost with the price of gasoline expected to […]

U.S. Tax Rates Low among Developed Countries

Posted on May 26th, 2020

U.S. Tax Rates Low among Developed Countries
Compared to other countries, U.S. income tax rates are relatively low. Imposed tax rates vary from country to country depending on the country’s tax base, overall government expenditures, and social programs offered. Public and social programs including healthcare and education, as well as the demographics of a country’s taxpayers, also contribute to tax rates. Scandinavian […]

Housing Market Treading Shaky Ground

Posted on May 22nd, 2020

Housing Market Treading Shaky Ground
A drop in mortgage rates to near historic lows has not been enough to offset a decline in demand for homebuyers. The ongoing travel and socialization restrictions are inhibiting would-be home shoppers from viewing and buying properties. Of the various factors influencing the housing market, employment is the most significant. No matter how low mortgage […]

Beware Coronavirus Scammers

Posted on May 19th, 2020

Beware Coronavirus Scammers
The Federal Trade Commission (FTC) posted a handful of identified scams circulating throughout the country as a result of the coronavirus outbreak. Scammers are exploiting consumer fears and paranoia by targeting wary victims via email, phone, and text messages. Below are various scams to be aware of and what to do: Don’t respond to texts, […]

May 2020 State of the Market

Posted on May 18th, 2020

May 2020 State of the Market
May Market Performance In comparison to its record performance in April, the stock market has been much more mixed in May. Financial markets have seen significant ups and downs through the first half of the month as optimism and concern trade mindshare amongst investors. As a result, the stock market has been unable to commit […]

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