Insights

June 10, 2020

Market Perspectives June 2020

Capital Markets

By: Wade Austin

The “black swan event” for markets was turning off the U.S.

May 7, 2020

Market Perspectives – May 2020

Capital Markets

By: Wade Austin

From February 19th to March 23rd, the S&P 500 fell 34% as the “Great Lockdown” wreaked economic havoc and sparked alarming Depression fears. 

April 7, 2020

Market Perspectives – April 2020

Capital Markets

By: Wade Austin

The four most dangerous words in investing are said to be, “This time is different.”  Yet today, “unprecedented” is clearly more factual than hyperbole. 

March 19, 2020

Carolinas Investment Consulting Update: COVID-19

With so much uncertainty surrounding the COVID-19 threat and possible shelter-in-place mandates, we want to share with you the steps we are taking to help slow the potential infection rate in our community while continuing to care for our clients.

March 10, 2020

Market Perspectives – March 2020

Capital Markets

By: Wade Austin

After ending January with a minor 3% pullback upon the emergence of the coronavirus in China, the S&P 500 surged 5% to an all-time high of 3386 on February 19th, responding to better than expected corporate earnings and early signs of a global manufacturing recovery.

February 29, 2020
Selected Indices Year-to-Date

COVID-19: Keep Calm

By: Robert R. Shaw

The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.

February 11, 2020

Market Perspectives – February 2020

Capital Markets

By: Wade Austin

U.S equity markets began the new decade seamlessly from 2019. 

January 24, 2020

Your Finances and the Future

By: Justin Louis, CFP®

Starting a new year, and even a new decade, tends to nudge us to think about our future self, something people probably do not do often enough!

January 21, 2020

Economic Update January 2020

By: John E. Silvia

A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.

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