Our Latest Update on COVID, Household Finances, and Markets

As we enter the dog days of a very different summer, we felt compelled to follow up our last commentary with an update on the state of things. We normally resist bombarding you with charts and graphs as you can get your daily dose of them from the news and social...

Where to From Here?

“Those who say one person can’t change the world never ate an under cooked bat.” - Anonymous Meme It’s been a few weeks now since we touched base with readers on the state of things. As the pandemic continues to run its course (both medically and economically), we...

A Brief Update on Markets, Quarantines, and Other Things

Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.                                                 -Winston Churchill, November,1942 VIRUS UPDATE We won’t spend a lot of time here, as you’re obviously...

Our Latest Update on the State of Things

If you’ve been a client of ours for a while – or just a casual reader of our commentaries – you’ll recall we don’t normally send out these missives more than quarterly. We firmly believe that our mission is to create a sense of normalcy for our readers in both calm...

Our Weekend Update and a Look at the Future

Clients, friends, and colleagues. In three-and-a-half decades as financial advisors, we’ve written hundreds of commentaries and letters trying to help people make sense of the world around them. We’ve tried to put things in perspective. Tried to bring comfort in...

Updates and Straight Talk on the State of Things

We’d like to thank those of you who have reached out to us to discuss the current climate and our views on both present and future expectations for markets and economic impacts of the Coronavirus challenges. We feel the best thing we can do in this environment is keep...

An Update on COVID -19 and the US Response

I’m writing this personal message for our clients and our friends from an almost empty flight back to Florida from an almost empty airport in Washington DC. You’re welcome to share it if you find it helpful or comforting in providing some perspective and peace of...

Update on Markets and the Coronavirus: Where we go from here?

We are following up with the latest information regarding the impact of the Coronavirus on the markets and the economy. As we noted in our past updates, markets dislike uncertainty. The daily volatility we are seeing is driven primarily by the following factors: Poor...

The SECURE Act: Retirement Planning Forever Changed?

By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...

Looking Ahead to the New Year

Looking Ahead to the New Year

As we end another year (and decade), it’s time to take a look at what 2020 might hold for us all. Yes, we know there’s an election of some sort pending. And yes, the 11-year recovery continues to defy the smartest guys on Wall Street, once again proving our axiom that...

 

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Securities and Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
© 2017 First Coast Wealth Advisors. All rights reserved.  |   The Legal Stuff

 

Securities and Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
© 2017 First Coast Wealth Advisors. All rights reserved.  |   The Legal Stuff