Team Talk

 
 
 
 
Domestic Violence and COVID-19

Domestic Violence and COVID-19

Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order.  Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....

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Rotation and Reopening

Rotation and Reopening

The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with the announcement of the first vaccine.  We now have roughly 30% of the country, and more than 60% of people over 65,...

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Financial Health Post-Pandemic:  3 Factors to Assess

Financial Health Post-Pandemic: 3 Factors to Assess

A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many.  You may be considering ways to better prepare for the next time something unexpected happens in your life.  This is a...

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What about Bonds?

What about Bonds?

Remember our old friend, the Tapir? A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little friend[i] to you.  At the time, after massive intervention into the fixed income markets in response to the 2008 financial...

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The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...

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Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock market...

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Advisors Allay Fears of Clients Unnerved By Pandemic

Advisors Allay Fears of Clients Unnerved By Pandemic

Published on January 19, 2020 by U.S. News & World Report   Roger Hewins, founder and president at Team Hewins, an independent wealth management firm in Redwood City, California, says a later retirement date, even if forced by the pandemic and economic downturn,...

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Fourth Quarter 2020 Market Overview

Fourth Quarter 2020 Market Overview

2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...

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A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...

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Tax Loss Harvesting

Tax Loss Harvesting

2020 has presented us with many challenges, but also some opportunities.  A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...

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