Entries by Karen Dzierzynski

Monthly Market Insights | April 2020

The spread of COVID-19 sent stocks tumbling, as the health and economic costs of the pandemic continue to mount. U.S. MARKETS The spread of COVID-19 sent stocks tumbling, as the health and economic costs of the pandemic continued to mount. The Dow Jones Industrial Average dropped 13.74 percent, while the Standard & Poor’s 500 Index […]

RATTLED BY THE MARKET DROP? YOU’RE NOT ALONE

We have witnessed some extraordinary moves in the financial markets during the past few trading sessions. In recent days, the Standard & Poor’s 500 index has fallen by over 7 percent more than once. Ongoing concerns over the possible economic slowdown stemming from the coronavirus are prompting traders to reprice financial assets.1 For many, things […]

Thrift Savings Plan – Allocating Your TSP in Uncertain Times

During this webinar we will go into more depth on creating a portfolio based on risk return statistics that are appropriate for your individual needs. Tools will be provided to determine if your current TSP allocation is within your comfort zone. Tues., March 24, 2020 from 1:00-2:00pm EST  To access the Live Webinar, click here. If you have questions […]

Coronavirus And The Markets

Key Takeaways The Wuhan coronavirus has unnerved global equity markets so far in 2020. While still early, compared to the SARS outbreak in late 2002/early 2003, investors are concerned about the possible impact to economies and on markets.     However, to date, Chinese stocks are responding in a manner remarkably similar how they reacted to […]

Estate Liquidity Plan

During client review meetings, we’ve noticed that a number of our clients are ending up with a slight gap in their estate plan. There are a few ways to manage your final expenses when you pass away. However, most of the people we talk with have not thought this through and believe they have filled this […]