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Market Updates

Quarterly Market Review April-June 2020 - Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. The Paycheck Protection Program and Health Care Enhancement Act replenished the Paycheck Protection Program, providing funding for additional small business loans, and offered financial support to hospitals, while increasing the availability of more virus testing. The Federal Reserve added trillions of dollars in funds to its lending programs.
 
Monthly Market Review May 2020 - May saw several states and foreign countries ease restrictions put in place in response to the COVID-19 pandemic. As economies slowly picked up momentum, investors grew more confident in stocks, driving values higher. However, investor optimism was kept in check by sobering economic reports and growing tensions between the United States and China.
 

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Investment & Trust Articles

A sign that says national debt ceiling. Debt Ceiling: A Stop Sign for Federal Borrowing - The Bipartisan Budget Act of 2015 suspended the federal government's statutory debt limit — commonly called the debt ceiling — through March 15, 2017.
A person is depositing money into a piggy bank. Holding Equities for the Long Term: Time Vs Timing - Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.
Handling Market Volatility - Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. 
11 Ways to Stay Sane in a Crazy Market Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility.
A short video that shows tips and tricks for becoming a better investor. How To Be a Better Investor Watch this video for simple tips and guidance from reviewing your portfolio regularly, to making sure it is diversified.
A daughter and her older mother hugging and smiling. Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself.
A couple meeting with a business woman. Financial Planning: Seeing the Big Picture - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them.
retirement means spending more time with your grandkids, whats your retirement vision "Estate Planning" Doesn't Require a lot of Money - Planning for the handling of our assets as we age isn't something we like to think about, but it is an important process. Individuals do not complete estate plans for themselves; they do it for their loved-ones.





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