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Not Out of the Woods Yet

Markets have settled down for the most part, but is it just temporary? By Jon Aldrich Even though we are still in the throes of the COVID-19 pandemic, due to the quick actions of Jerome Powell and the Federal Reserve and fiscal programs such as the CARES Act and the Payroll Protection Program (PPP) provision…

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Did the Inverted Yield Curve Predict the Pandemic?

Last Year’s Yield Curve Inversion Proves Surprisingly True By Jon Aldrich Do you recall all the hubbub in the media and in print about the Yield Curve Inverting last year and that a recession was probably just around the corner? At the time the stock market was rolling, the housing market was booming and unemployment…

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Harking Back to the ‘Good Ole Days’

By Jon Aldrich Do you long as I do for the ‘Good Ole Days’? You know, back when life was far simpler, less complicated and not as dangerous as it is today. Back when you could have dinner at your favorite restaurant with a bunch of friends, go see a movie at the theater, catch…

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Stimulus Check Safety

BLOG, PERSONAL FINANCE, TAXES  |  27 Apr 2020

Beware of scammers trying to get you to part ways with your money By Jon Aldrich By now, many that qualified for the Coronavirus stimulus payments have probably received the funds in their bank account. However, if you have not received it, you can go to the IRS site https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments  and check on its status….

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Rough Seas Likely to Continue

Things are likely to be uneasy for a while, but we probably do not have to worry about another “Great Depression”. By Jon Aldrich We just ended one of the worst quarters in history for the markets (you knew that when you looked at your most recent brokerage or 401k statements). Stock markets dropped 30%…

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Somewhat Succinct Summary of the CARES Act. Part II

Part II – Effects on Retirement Accounts and Taxes By Jon Aldrich As promised in the first installment of the Somewhat Succinct Summary of the CARES Act, here is the sequel you have all been waiting for. But first, I mentioned in my last article, the unprecedented jump in initial unemployment claims last week to…

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Could We Have Seen This Coming?

By Jon Aldrich I have been thinking about this a lot recently during these stressful times we are currently enduring. How did we not see the COVID-19 virus causing such an enormous economic and health crisis not only here in the U.S. but around the globe?  Of course, we all saw back in January that…

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We Have Been Here Before

Many of the same emotions as 9/11 and 2008 have returned By Jon Aldrich As all of us that lived through it, I remember September 11, 2001 very well. One of the things that has always stuck with me was how gorgeous a day it was across most of the country. The sky didn’t have…

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Focus’ Business Continuity Plan

BLOG, OTHER, PERSONAL FINANCE  |  11 Mar 2020

What if we All Have to Stay Home for A Couple Weeks? By Jon Aldrich (View of my home office set-up) In today’s post, I am going to take a break from writing about the markets (we all know it is crappy right now, but as I have continuously mentioned, we will get through this)…

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Should we “Curb Our Enthusiasm”

By Jon Aldrich 2019 was a great year for stocks, bonds and virtually every investable asset class. This was a welcome follow up to 2018, when virtually every asset class except cash went down. The nice thing, though, is that just about everything went up much more in 2019 than they went down in 2018….

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