The coronavirus has taken the media by storm. It is also disrupting the markets. Our CIO discusses why this is happening.
Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®
2019 was a really good year from an investment standpoint. Our chief investment officer discusses what happened last quarter, and why it’s part of our process to remain cautious.
Opportunity Zone investments were created Tax Cuts and Jobs Act of 2017; however, very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.
Despite the large swings, quarter 2 ended on a positive note. Jason Eliason discusses what we are monitoring, and why there is no magical crystal ball when predicting the markets.
2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.