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Tag: covid-19

The Changing Landscape of Education
July 18, 2020in Taxes0by Amar Shahh, CFA, CFP®

The Changing Landscape of Education

Key takeaways: Covid-19 is stress testing in our education systemAn increasing government deficit seems to signal increased taxesThe importance of understanding expenses I’m sure a lot of us are wondering…

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July 4, 2020in Family Wealth Planning, Investments0by Amar Shahh, CFA, CFP®

Investment Themes

Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…

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The Second Wave of Unemployment
May 23, 2020in Family Wealth Planning, Investments0by Amar Shahh, CFA, CFP®

The Second Wave of Unemployment

Key takeaways: Second wave of unemployment is on its wayRetail investors largest segment of buyersHaving a plan to get care when you need it most  Businesses are opening, all states…

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Change is in the Air
May 16, 2020in Taxes0by Amar Shahh, CFA, CFP®

Change is in the Air

Key Takeaways: A lot of positive signs.Strength of the USD We are still defensive in our portfolios.Confusion between Federal, State and local health mandates.Plan for income taxes to increase eventually. Let’s…

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Debt a lot of debt
May 2, 2020in Investments0by Amar Shahh, CFA, CFP®

Debt a lot of debt

Key takeaways: In 2008, the Feds defining moment was buying AIG … in 2020 the Fed is buying junk bondsDemand across all categories is down and supply is upFundamentally rebalancing…

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Reopening Does Not Mean Back to Normal
April 25, 2020in Investments0by Amar Shahh, CFA, CFP®

Reopening Does Not Mean Back to Normal

Key takeaways: Social distancing will continue even as businesses reopen Expect more volatility in bonds.  Know your overall credit risk will be changing.  It is hard to own oil directly.…

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Market Commentary; The Persistence of Volatility

Market Commentary; The Persistence of Volatility

May 12, 2022in Risk Planning
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A Few Words Before You Go; Estate Thinking and Planning

A Few Words Before You Go; Estate Thinking and Planning

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Cyberattacks Specifically Targeting Seniors

Cyberattacks Specifically Targeting Seniors

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Often searching out the graphical symmetry in chaos, while still maintaining the personality and emotion of the subject. The excitement and anticipation as we waited to see the next piece of unpredictable chaos was electric.

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