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Market Volatility Stresses Liquidity

2020-03-25T09:11:15-07:00

The COVID-19 pandemic has caused unprecedented volatility in recent weeks that has investors and traders scrambling to assess the economic and market impact of the aggressive containment measures. This past week the CBOE Volatility Index (VIX), which measures the implied 30-day volatility of the S&P 500 Index based on options contracts, measured its highest reading [...]

Market Volatility Stresses Liquidity2020-03-25T09:11:15-07:00

Time In The Market Versus Timing The Market

2020-03-24T14:12:21-07:00

The incredible volatility continues, with the S&P 500 Index now in one of its worst bear markets ever, along the way making the quickest move from an all-time high to down 30% at only 22 days. What is a long-term investor to do? “Although market timing is very alluring to investors, especially after the past [...]

Time In The Market Versus Timing The Market2020-03-24T14:12:21-07:00

Road to Recovery Playbook Factor #1: Peak COVID-19 Cases

2020-03-24T14:02:07-07:00

As COVID-19-related fear continues grip global financial markets, we wanted to take a closer look at factor #1 in our Road to Recovery Playbook: confidence in the timing of a peak of new COVID-19 cases in the United States. This is probably the most difficult signal in the playbook to call with any degree of [...]

Road to Recovery Playbook Factor #1: Peak COVID-19 Cases2020-03-24T14:02:07-07:00

Fiscal Stimulus Bazooka Is Imminent

2020-03-23T15:41:12-07:00

Policy makers in Washington, DC, worked over the weekend to try to put the finishing touches on a significant stimulus package to help cushion the economic and financial blow being delivered by the COVID-19 pandemic.  The Federal Reserve (Fed) is “all in” already. After Monday’s announcement, which we will discuss in another post , it is fair [...]

Fiscal Stimulus Bazooka Is Imminent2020-03-23T15:41:12-07:00

Circuit Breakers Explained

2020-03-23T10:13:22-07:00

Over the past few weeks, investors may have been introduced to a new term they weren’t previously familiar with: circuit breakers. Today, we answer a few simple questions about circuit breakers: What is a circuit break? A circuit breaker is a built-in temporary halt or momentary pause in trading in the stock market. What are the [...]

Circuit Breakers Explained2020-03-23T10:13:22-07:00

How Markets Bottom

2020-03-20T09:29:57-07:00

With US equities firmly in a bear market, even the most long-term investors are now looking ahead to when the selling may stop and where the S&P 500 Index might ultimately bottom. “Nobody knows exactly how this market bottom will play out,” said LPL Financial Senior Market Strategist Ryan Detrick. “However, using history as guide, [...]

How Markets Bottom2020-03-20T09:29:57-07:00

Stocks Approach 2009 Valuations vs. Bonds

2020-03-19T21:25:50-07:00

We rolled out our Road to Recovery playbook at the start of the week to help investors gauge where the market is in its bottoming process. The first and most important piece of that playbook—visibility into a peak in new COVID-19 cases—remains elusive, but we hope to have a clearer picture with the next couple of [...]

Stocks Approach 2009 Valuations vs. Bonds2020-03-19T21:25:50-07:00

How Bad is it and What Do We Do From Here?

2020-03-20T11:19:22-07:00

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. Global economic growth has been slowing, the US economy likely will contract temporarily, and US stocks have entered [...]

How Bad is it and What Do We Do From Here?2020-03-20T11:19:22-07:00

Market Update: Managing Volatility & Looking for Some Green Shoots

2020-03-18T21:14:03-07:00

An open letter to my valued clients and friends. (Originally sent to my Friday newsletter subscribers. Subscribe here) Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one [...]

Market Update: Managing Volatility & Looking for Some Green Shoots2020-03-18T21:14:03-07:00
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