2020 just keeps on giving us more and more crazy news. With the President dealing with COVID19 along with a large number of people from his administration and members of Congress, the market and economy has yet another unknown to deal with. We don't like dealing with unknowns and will
Each year the Securities & Exchange Commission (SEC) Rule 3a-4 requires SEM to request certain financial information from any client accounts we manage. In previous years SEM has mailed a 1 page form for clients to complete, sign, and return. This information is important for the management of your account,
Planning for more problems
I don’t think any of us will be disappointed to see the calendar turn to 2021. While things have calmed down somewhat since the spring, we still have some things that could go wrong in the final quarter. Here are a few things to watch:
As the Presidential election quickly approaches, I keep reminding advisors and clients of my number 1 rule of election year investing:
Do not let your political opinions influence your investment decisions.
We hosted a short webinar discussing more on the election including:
- What the data says we should expect from
Stocks technically hit the "correction" level at one point last week, falling 10% from the highs. After a brief 7% drop in June, stocks had rallied 20% to cap off an impressive summer. Some investors probably feel like this poor guy from the Cowboys.
There really wasn't any