"Planning Financial Freedom"

"Planning Financial Freedom"

Research

Market Insight Quarterly| Second Quarter 2020 | July 21, 2020

BEST QUARTER IN MORE THAN 20 YEARS FOR STOCKS AS ECONOMY REOPENS S&P 500 Index has its best quarter ever. The S&P 500 Index followed up first quarter 2020, one of its worst quarters ever, with its best quarter since 1998, returning 20.5%. The broader Russell...

Client Letter | Midyear Outlook 2020 | July 14, 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why...

Global Portfolio Strategy | July 10, 2020

Stocks continued their strong run in June, despite rising COVID-19 cases in several western and southern states. Reopening progress, better-than-expected economic data, optimism around vaccine prospects, and the likelihood of more stimulus offered support. We have...

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