Finance  /  June 23, 2020

By Tom Burnett CFA As we near the halfway point in the year, we continue our review of the primary investment styles. We have seen the clear outperformance of growth stocks over value styles and, in this report we will review the comparative performance of large cap and small cap stocks. The price and…

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Finance  /  June 19, 2020

By Tom Burnett CFA As we near the close of the first half of 2020, we are updating our comparison of the returns provided by the Growth and Value styles of the stock market. For this comparison, we will look at two Vanguard ETF securities with data from Morningstar. The returns are based on closing.…

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Finance  /  June 17, 2020

By Tom Burnett CFA Stock market investors know they have been on a rollercoaster ride this year. After making record high levels in February, the Covid-19 virus outbreak and countermeasures led to a sharp sell off in March, leaving the major Indexes down for the year. As the nation’s mood changed to…

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Finance  /  June 11, 2020

By Tom Burnett CFA On June 10, 2020, the Federal Reserve Open Market Committee voted unanimously to hold interest rate fed funds to a range of 0-0.25%. The Fed expects these low target rates to apply through 2022 as the U.S. economy recovers from the devastating impact of the Covid-19 pandemic and the…

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Finance  /  June 10, 2020

By Tom Burnett CFA On June 10, 2020, the Organization of Economic Cooperation and Development in Paris issued its economic forecasts, updated to reflect the Covid-19 pandemic and its impact on global growth. The forecasts assume two different paths—single outbreak and a possible recurrence or “double”…

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