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  1. Home
  2. Archived Blog
  3. March 2020

March 2020

Weekly Market Commentary 03-30-2020

Submitted by The Wealth Consulting Group on March 30th, 2020

Weekly Market Commentary

March 30, 2020

The Markets

 

The United States set some records last week.

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The Coronavirus Pandemic and Your Financial Plan

Submitted by The Wealth Consulting Group on March 26th, 2020

As I write this blog post from home while “social distancing,” the world is in the throes of the coronavirus COVID-19 pandemic. Stock markets are crashing. Well-laid-out plans years in the making are changing (my own wedding date scheduled for May 22nd is looking increasingly doubtful). Well-laid-out financial plans may also be impacted.

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ISC Model Update - January 2020

Submitted by The Wealth Consulting Group on March 26th, 2020

After a strong start to the year, stocks stumbled and finished the month in negative territory amid concerns over the outbreak of Coronavirus,

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Weekly Market Commentary 03-23-2020

Submitted by The Wealth Consulting Group on March 23rd, 2020

Weekly Market Commentary

March 23, 2020

The Markets

The coronavirus (COVID-19) continued to spread across the United States last week.

On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41 deaths. Last Friday, March 20, the numbers had increased to 15,219 cases and 201 deaths.

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Weekly Market Commentary 03-16-2020

Submitted by The Wealth Consulting Group on March 16th, 2020

Weekly Market Commentary

March 16, 2020

The Markets

Last week was one for the history books.

Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 countries, and the death toll exceeded 4,000 people. On Friday, the Centers for Disease Control (CDC) reported 46 states and the District of Columbia have been affected, so far. As of Friday, there have been 1,629 confirmed and presumptive cases and 41 deaths.

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Tax Planning for the Self-Employed

Submitted by The Wealth Consulting Group on March 11th, 2020

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.

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Weekly Market Commentary 03-09-2020

Submitted by The Wealth Consulting Group on March 9th, 2020

Weekly Market Commentary

March 9, 2020

The Markets

Last week, market volatility reached levels that make many investors uncomfortable.

On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may have been reports that ‘Group of Seven’ (G7) finance ministers and central bank governors were meeting via conference call on Tuesday. French Finance Minister Bruno Le Maire indicated the discussion would lead to coordinated monetary efforts to address economic issues related to the coronavirus, reported Reuters.

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Celebrating the Women of WCG! Sally and Jeanette Ng

Submitted by The Wealth Consulting Group on March 5th, 2020

Sally and Jeanette Ng are a mother/daughter team with The Wealth Consulting Group (WCG) in Walnut Creek, CA. Their success was highlighted by LPL in May 2019 for thriving in their independent practice  <Read the article here>. They are independent financial planners who focus on developing individualized financial plans, with the majority of their clients preparing for retirement.

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Why is ESG Investing So Appealing?

Submitted by The Wealth Consulting Group on March 5th, 2020

For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that specifically eschew certain harmful or toxic behaviors.

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Weekly Market Commentary 03-02-2020

Submitted by The Wealth Consulting Group on March 2nd, 2020

Weekly Market Commentary

March 2, 2020

The Markets

 

Take a deep breath.

We have experienced downturns before.

Think back to 2018. During the last quarter of the year, major stock indices in the United States suffered double-digit losses, much of it during December. What happened next? By the end of 2019, those indices had reached new highs.

The reasons for, and performance following, market downturns varies. The key is not to panic.

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Recent Blog Posts

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  • Weekly Market Commentary 01-19-2021

Archived Blog

  • January 2021 (8)
  • December 2020 (6)
  • November 2020 (14)
  • October 2020 (10)
  • September 2020 (11)
  • August 2020 (10)
  • July 2020 (12)
  • June 2020 (12)
  • May 2020 (13)
  • April 2020 (10)
  • March 2020 (10)
  • February 2020 (10)
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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