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Monthly Market Compass: COVID-19 and Oil Prices

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’ patience as we await a catalyst for a near-term recovery. What A Bear Market […]

by Garrett Kunz
Mar 11, 2020
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Interest Rates at Enticing Record Lows

While the focus may be on the markets, as wealth advisors, we are focused on the long-term picture as a whole. Yes, we are having conversations about the recent volatility, but the bigger story is interest rates. We are proactively reaching out to our clients regarding a historic opportunity to refinance mortgages to rates well […]

by Garrett Kunz
Mar 10, 2020
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Monthly Market Compass: Contemplating Your Next Move

It’s been a tough few weeks. The number of COVID-19 cases have continued to increase globally, and new cases have been confirmed in the United States. Countries are making progress with containment, but those efforts also have resulted in a reduction in economic activity, adding to market uncertainty. We can empathize with anyone who is […]

by Garrett Kunz
Mar 07, 2020