Resources

We know how to help you.

Our resource center is here to provide you with a number of useful tools and resources to help you navigate the financial world.

Videos

These videos focus on a variety of financial topics and illustrate key financial concepts and current events. Enjoy!

Q3’2020 Market Review and Outlook

In the third quarter of 2020 financial markets continued to recover from the coronavirus induced selloff of February and March. While this was certainly positive, the pandemic is still having an ongoing impact on all our daily lives. Most importantly, we hope that you and your families are all staying safe and healthy.

Q2’2020 Market Review and Outlook

From an investment perspective, the second quarter of 2020 was far superior to the first as most asset classes generated strong returns and impressive rebounds. While this was certainly positive, the coronavirus is still having an ongoing impact on all our daily lives. Most importantly, we hope that you and your families are all staying safe and healthy.

 

Our goal is to provide a recap and analysis of the major financial events that occurred in the second quarter, and to offer context for our market outlook.