Investing in an Election Year

In case you are wondering how Presidential elections impact financial markets, take a look at this resource. History shows us that investors should not try to "trade or market time" investments in anticipation of one outcome or the other. As always, if you have questions or worries, please don't hesitate to call.
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Epidemics and Stock Market Performance

There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak. Below we look at the historical performance of the S&P 500 Index during several epidemics over the past 40 years. We believe looking at the market’s overall resiliency through several major epidemics...
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Plaza Pulse January 2020 Edition

2019 gave us plenty to celebrate in the financial markets with higher stock prices and lower interest rates. Given the political and geopolitical turmoil in the news, it’s hard to imagine such smooth sailing and repeated results in 2020. Our team will continue to focus on helping you reach your goals with financial planning, behavioral coaching and tax efficient investment management....
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