Markets and Economy
Market Call: 2021 Economic Outlook and Leaving 2020 Behind
2 minute read time
The election is over, a vaccine is now being distributed and the Dow Jones Industrial average recently crossed over the 30,000 mark. How do these events impact markets?
Earlier this week, Johnson Financial Group’s Brian Andrew and Jason Herried held a client call to discuss what to expect from markets going forward given the events above, the strength in the stock market and low interest rates.
Market Call Recording & Presentation
Card Game Helps Clarify Fed Speak
The economy and markets move through cycles. The cycle of ups and downs is consistent over time; however, the pace varies continuously, and the catalysts to move from one part of the cycle to the next are also never the same. The pandemic has created a compressed time horizon for the current economic cycle. We’ve gone from a deep recession to a roaring comeback in a matter of 12 months. As a result, the types of investments that do well throughout an economic cycle, which normally unfolds over years, have changed rapidly. We see this today following this week’s Federal Reserve statement.READ MORE about our latest investment commentary by Brian Andrew.
Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving
Given the significant interest in philanthropy, it’s no surprise that the internet has plenty of questionable material on the subject—advising and educating (and often advocating) about direct giving vs. donor-advised funds vs. private foundations. These articles focus on the how, including costs, control, tax benefits, ongoing burden and legacy.READ MORE about the charitable giving series.
A Body in Motion
When did physics become a 7th grade thing? During a recent review with my son, I found myself doing my own studying to keep up with what he was learning. Among the more complex topics, however, was something I’m familiar with: Newton’s law stating a body at rest will remain at rest unless an outside force acts on it and a body in motion will remain in motion in a straight line unless acted upon by an outside force. This got me thinking about momentum and its application to asset prices.READ MORE about our latest investment commentary.