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2020 Mid-year Perspective

2020 Mid-year Perspective

by John Diaz | Jul 31, 2020 | Global Events, In the News, Market + Economic Perspectives, Uncategorized

We hope that you, your family, and everyone close to you is healthy and well during these extraordinary times. As we pass six months since the Covid-19 outbreak, it’s safe to say we’ve all been impacted by the pandemic—some have been terribly ill, some have lost loved...
Coronavirus—Markets & Economic Impact

Coronavirus—Markets & Economic Impact

by John Diaz | Apr 7, 2020 | Global Events, Market + Economic Perspectives

We hope you, your family and loved ones are healthy and safe during these unprecedented times. In an age of constant connectivity, no one would have imagined we’d be practicing social distancing and isolation. It’s also hard to imagine that it was only about a...
March 2020 Perspective

March 2020 Perspective

by John Diaz | Mar 3, 2020 | Global Events, In the News, Market + Economic Perspectives

U.S. markets rebounded strongly today with the biggest one day gain since 2009. The Dow Jones Industrial Average rose by +1,294.58 or 5.09% *, paring some of last week’s steep losses. With equity markets very oversold, today’s move was helped by hopes that...
February 2020 Perspective

February 2020 Perspective

by John Diaz | Feb 25, 2020 | In the News, Market + Economic Perspectives, Personal Finance

Market & Economic Outlook — Coronavirus Entering the New Year, our outlook for the global financial markets was relatively cautious, and it remains so today. We believe that given the extent of the strong rebound we had in 2019, with the S&P 500 up over 28%*,...
November 2019 Perspective

November 2019 Perspective

by John Diaz | Nov 18, 2019 | Investment Strategies, Market + Economic Perspectives, Personal Finance

Market & Economic Outlook As we look ahead to the closing months of 2019, we believe that many of the issues that created uncertainty and market volatility over the past year, continue to remain a concern. Regardless of these issues, the US stock market (as...
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