September has been an intense month and a rollercoaster for the equity markets. On one hand, there is some good economic data. On the other hand, the U.S. Federal Reserve (FED), the National Bureau of Economic Research (NBER), and the S&P 500 seem to be indicating...
My family recently had the opportunity to go on a guided fishing trip at Blue Mesa Reservoir. Spanning 20 miles in Gunnison County, Blue Mesa is Colorado’s largest body of water and one of the largest high altitude bodies of water in the United States. It is also home...
The events of the last few months with the shootings of unarmed black men and a woman and the extreme health crisis leading to continued economic disparity for women and people of color (higher unemployment rates1 and intensifying income inequality2) have resurfaced...
The 2020 election represents our sixth presidential election advising clients. Many voters felt that each of these elections reflected the increasing polarization of America and represented a “do-or-die” battle for the soul and future of our country. That emotional...
On March 27, 2020, the President approved the CARES (Coronavirus Aid, Relief, and Economic Security) Act, a $2.2 trillion package of economic interventions to support individuals, small businesses, hospitals, and state, local, and tribal governments.1 The goal was to...
The global pandemic halted economic activity creating a sharp drop in growth in the UK, Japan, and the Eurozone in the second quarter.
Amid a pandemic, a recession, and an upcoming election, changes to pension rules are easy to miss. However, the US Department of Labor’s rule change[i] proposed last Tuesday, June 23, would profoundly complicate the already challenging task of effectively...
The past week, investors bought up millions of shares of Hertz, a bankrupt rental car company that’s stock is essentially worthless.[i] And so many investors piled into wanna-be electric vehicle maker, Nikola, that its market value briefly matched that of Ford...
As the health and economic impacts of the COVID crisis deepen, the world at times feels divided between extreme optimists and gloomy pessimists. What place is there for a more measured voice like Syntrinsic’s? For insight, we have called upon our friends from the...
As the COVID-19 pandemic has suddenly driven unemployment and hobbled or closed many businesses, people have less cash to meet rental and mortgage obligations. Missed lease and mortgage payments across residential and commercial properties could have far-reaching...
If you are wondering about inflation, you are in good company. With unprecedented government stimulus around the globe being deployed with record speed, it is natural to wonder if such loose monetary policy will lead to higher...
How can the U.S. stock market perform so well when the American economy is doing so badly? Though the S&P 500 declined by 30.43% from January 1, 2020, to the recent low on March 23, it is up 31.25% from March 23 to May 8. Between the crash and subsequent rally,...