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  1. Home
  2. Archived Blog
  3. August 2020

August 2020

Investment Strategy Committee Notes – Q2 Update

Submitted by The Wealth Consulting Group on August 28th, 2020

ISC Model Updates Q2:

Equities continued their rally off the March 23rd low on the back of further easing from both monetary and fiscal authorities the world over as well as optimism around economies beginning to reopen. Markets did take a pause toward the beginning of June with concerns over increasing infections leading to a delay in many states reopening efforts being front and center. As a result, we have seen a continuance of the market bifurcation between large-cap growth and everything else post the June 8th highs in the major indices.

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Budgeting: The Nose Game

Submitted by The Wealth Consulting Group on August 25th, 2020

Budgeting: The Nose Game
September 1, 2020

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Weekly Market Commentary 08-24-2020

Submitted by The Wealth Consulting Group on August 24th, 2020

Weekly Market Commentary

August 24, 2020

The Markets

The shortest bear market in history is over.

The Nasdaq Composite and Standard & Poor’s 500 Indices finished at new highs last week. The stock market is considered to be a leading economic indicator, so strong stock market performance suggests economic improvement ahead.

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Financial Insights for the LGBTQ+ Community

Submitted by The Wealth Consulting Group on August 21st, 2020

Retirement isn’t easy for most couples, and it’s even harder for lesbian, gay, bisexual and transgender people. A modest amount of planning can go a long way to providing the financial support you need.

Many LGBTQ seniors and those of working age:

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Should You Buy Your Partner’s Book of Business When They Retire?

Submitted by The Wealth Consulting Group on August 21st, 2020

You have spent years building your business with your partner, and now, they are getting ready to leave the firm. But that doesn't have to mean that their clients have to leave the firm. Instead, you may want to buy your partner's book of business and try to work with their clients. 

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Disability Insurance

Submitted by The Wealth Consulting Group on August 20th, 2020

Disability Insurance
August 20, 2020

Disability Insurance is insurance for your income if you become disabled and not able to work. Most people have coverage through their work in the form of group short-term disability and long-term disability. The coverage is usually paid in full or partially by the employer. The short-term kicks in after five sick days to start the 30 to 90-day benefit period. That is when the long-term disability benefit period starts and can pay to age 65/67. The short-term pays typically 50% of salary and long-term typically 60 to 67% of salary up to monthly cap between $6,000 to $8,000.

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Weekly Market Commentary 08-17-2020

Submitted by The Wealth Consulting Group on August 17th, 2020

Weekly Market Commentary

August 17, 2020

The Markets

The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s.

It’s a remarkable feat. The stock market has recovered in just 175 days. Historically, comparable recoveries (those following market drops of 20 percent or more) have taken about four years, reported Vildana Hajric, Lu Wang, and Claire Ballentine of Bloomberg Quint.

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Did You Know? - Low Mortgage Interest Rate Environment

Submitted by The Wealth Consulting Group on August 10th, 2020

Weekly Market Commentary 08-10-2020

Submitted by The Wealth Consulting Group on August 10th, 2020

Weekly Market Commentary

August 10, 2020

The Markets

There was good news and bad news in last week’s employment report.

The good news was the U.S. Bureau of Labor Statistics delivered better-than-expected data about employment. In July, the U.S. economy added about 1.8 million new jobs.

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Weekly Market Commentary 08-03-2020

Submitted by The Wealth Consulting Group on August 3rd, 2020

Weekly Market Commentary

August 3, 2020

The Markets

Last week delivered a mixed bag of financial and economic news.

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Archived Blog

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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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