May 2020

Growth vs. Value During COVID-19

Posted on May 26, 2020

The fallout of the COVID-19 global pandemic on stock markets this year has been dramatic. The U.S. equity market (S&P 500) fell by more than 33% over the course of 23 trading days beginning in late February before ultimately rebounding to much higher levels. It has been interesting to observe how different segments of the broader stock market have performed in light of recent volatility. One of those being the substantial outperformance of growth stocks relative to value stocks – the continuation of a multi-year trend.

Value of Ancillary Documents

Posted on May 1, 2020

What do these documents all have in common?

– Advanced Medical Directives
– Health Care Power of Attorney
– Living Will
– Durable Power of Attorney
– Declaration of Preneed Guardian
– Health Insurance Portability and Accountability Act of 1996 (HIPPA)