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Week of January 11th Blog – Market Overcomes Fears of Worsening Political Tension to Finish Week Strong
The market remained hot last week despite concerns over political instability. Adding to the worries was a worse than expected December jobs report that showed the first loss in total jobs since April. Find all of this plus a preview of our Q1 Investment Themes...
Market Update – January 11th 2021
Not Wealthy Enough for an Estate Plan? Think Again
Key Takeaways An estate plan needs great technical expertise and much attention paid to the human element of planning.When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in...
Week of January 4th Blog – Market Gains Ground as Investors Celebrate the New Year
The market rode low holiday volume to a strong close in the last week of 2020. After dropping over 35% during the pandemic crash, the market ended the year well into positive territory and at all time highs. Employment data came in better than expected as high-risk...
Monthly Market Commentary – December 2020
At konvergent wealth partners, it is important to us that you are well informed about what's happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...
Week of December 28th Blog – Market Flat on Low Holiday Volume
The market fell slightly last week as headlines arose over a possible increase in the size of stimulus checks. Employment data came in better than expected but remains on watch with the threat of a mutant COVID strain causing concerns over additional lockdown...
Week of December 21st Blog – Market Extends Gains Despite Virus Concerns
The market continued to gain ground despite a worsening COVID situation. Employment data came in much weaker than expected as new claims spiked higher for the second week in a row. Additional economic data furthered the concerns of a deteriorating economy. Find all of...
Market Update – December 21st 2020
Week of December 14th Blog – Market Falls on Disappointing Employment Data and Stimulus Impasse
The market fell last week as concerns grew over COVID deaths and a lack of progress in the stimulus negotiations. Employment data presented another worry after coming out with one of the worst weekly readings since April. Find all of this plus more on the historical...
Advance Your Wealth – Episode 2 – Five Biggest Homeowner Mistakes
Market Update – December 14 2020
https://youtu.be/-BTrD-dbW_g
Five Big Mistakes Affluent Homeowners Make-and How to Avoid Them
Key Takeaways Even families with umbrella insurance coverage often don’t have enough of it.LLCs and trusts need to be named on insurance policies in certain cases.High-value assets such as art collections and rare auto- mobiles need their own special coverage. It is...
Market Update – December 7th 2020
Week of December 7th Blog – Market Rises Again Despite Concerning Jobs Report
The market extended its hot streak despite increasing concerns over a darkening COVID winter. Rumors of an imminent stimulus deal led investors to overlook a lack luster jobs report for November. Even as COVID shutdowns continue to take affect across the country, the...
Advance Your Wealth – Stress Testing
3 Dimensions of Business Growth
In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career and told a pack of reporters, "Baseball is the only field of endeavor where a man can succeed three...
Konvergent Monthly Commentary – November 2020
At konvergent wealth partners, it is important to us that you are well informed about what's happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...
Week of November 30th Blog – Market Jumps Despite Growing Economic Concerns
The market continued to surge higher amidst concerns of COVID lockdowns and growing political tensions. Economic data weakened as the impact of shutdowns worried consumers and is beginning to have an impact on the employment situation. Find all of this plus more on...
Market Update – November 30th 2020
Week of November 23rd Blog – Market Stalls In Spite of Two Weeks of Positive Vaccine News
The market lost some ground as rising COVID cases overshadowed positive vaccine results from Moderna. Economic data was positive for the most part, but a rise in new claims could be an early indication of weakness in the employment recovery. Find all of this plus more...
Market Update – November 23rd 2020
Market Update – November 16th 2020
Week of November 16th Blog – Vaccine Hopes Lead to Jump in Market but Rising COVID Cases Limit Gains
The market continued its hot streak after positive vaccine news from Pfizer on Monday. This news outweighed rising COVID cases and many unknowns surrounding the outcome of the election. As the holiday season grows nearer, many government officials came out to...
Week of November 9th Blog – Market Surges Higher Despite Unknown Election Outcome
This was a week that we have all been waiting for and much of what we expected came to pass. We ended up with what looks like will be a contested election after Joe Biden was deemed the official winner of the election over the weekend. The last time we had...