In the middle of difficulty lies opportunity. - Albert Einstein In times of market volatility, many people become nervous about how the financial markets will play out and wonder how their personal and business finances will be... Read more »
Current Views
March 2020 | Equity Commentary
Published on Mar 31, 2020
Market Overview Stocks had a tumultuous start to the year, as coronavirus-driven fears took the S&P 500 down about 20% for the 1stquarter. We are optimistic that fiscal and monetary stimulus programs should help to mitigate... Read more »
This Too Shall Pass
Published on Mar 26, 2020
We believe several markers are in place suggesting it may be an attractive time to invest in fixed income and equity markets, albeit in a conservative fashion. In our opinion, the financial markets have been dislocated. Prices... Read more »
Unlimited Quantitative Easing
Published on Mar 24, 2020
The Federal Reserve announced a number of actions Monday morning, several of which appear to be unprecedented. Overall, in our view, these are steps in the right direction. The Federal Reserve expanded its authority to purchase... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”
- May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”
- April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets