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Facts and Thoughts about COVID-19 (as of 3/26/2020)

Thursday, March 26, 2020

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As we continue to deal with the spread of COVID-19, we thought it was important to review some facts about the virus that we know as of now. As you know, this is a developing situation, and the facts will change and evolve as our health care community learns more and more about the situation. But as of today (3/26/2020), here are what we believe to be very solid facts about the virus. Symptoms: According to the CDC, these most common symptoms of COVID-19 usually appear 2-14 days after exposure: fever, cough and shortness of breath. Emergency warning signs to get…

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Tips to Boost our Chances to Stay Healthy

Wednesday, March 25, 2020

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Many of us are taking the necessary steps to stay healthy and avoid contracting the COVID-19 illness. Below is a series of actions we can implement right now to further boost our chances of staying healthy. Stay active Get 30-45 minutes of activity 5 times per week. You don’t need to run or perform strenuous exercise. You can go for a walk. One great suggestion I read this week is walk fast for the length of one song and then walk slower for the next song. These small intervals will help get your heart rate up and then help you…

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March 15th FOMC Follow-Up

Tuesday, March 17, 2020

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Extraordinary Market Events: Implied and realized volatility in both stocks and bonds has ramped to levels not seen since the global financial crisis. Equity markets officially entered bear market territory, with key benchmarks down over 20% from mid-February highs. The entire US Treasury yield curve briefly traded below 1%, as the 10-year bond breached 0.40% and set all-time lows. Oil has fallen 48% year-to-date as a pricing war between Saudi Arabia and Russia compounds global demand concerns. Aggressive Monetary Policy Response: 2/28/20 – In a short statement, Chair Powell acknowledged how “the coronavirus (COVID-19) poses evolving risks to economic activity,”…

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Organizing Financial Records – Elder Care and Finances Series

Friday, March 13, 2020

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This is our next blog in a series about how to plan and care for our aging loved ones. In this piece, we offer tips and advice on how to gather and organize financial records, documents and information. Organizing Financial Records Many of us don’t have our financial documents and information organized nor conveniently accessible in one place. Now, think about having to do that for a parent or aging loved one. It can be a big task. The goal is to get organized, so income, assets, spending, liabilities, key documents, and key advisors’ contact information are all easily accessible…

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Monthly Market Update for February 2020

Thursday, March 12, 2020

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Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Despite risk-on sentiment that drove stocks to record levels in the first half of the month, it was a dramatic “leap” in volatility that ultimately defined the investor experience in February. Though seemingly under control in China, concerns of the expanding global effect of the coronavirus epidemic drove key equity benchmarks into correction territory as the month ended with the worst one-week loss since 2008. Markets reacted to the…

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