News
Webinar: June 25, 2020: What’s Going to Happen to the Estate Tax and What Can We Do about it Now
This week we take you through our thoughts on the Estate Tax. If you have more questions or want to speak to us about your situation, please call our office at 804-270-4000. https://www.youtube.com/watch?v=5e4Cx_P1BQk&feature=youtu.be
Webinar: May 28th, 2020: Market Outlook and Small Cap Equities
In our most recent update we take you through our new market outlook. If you have more questions or want to speak to us about your situation, please call our office at 804-270-4000. https://youtu.be/jTCplRPRKaM
Webinar: April 29, 2020: Market Outlook
In this update we take you through our new market outlook. If you have more questions or want to speak to us about your situation, please call our office at 804-270-4000. https://youtu.be/ZMma3kGVQ1U
Insights: Margin Spiral
The collapse of a “relative-value” hedge fund strategy likely resulted in a spiraling of market dislocations, margin calls, and forced liquidations of leveraged hedge funds during the Wuhan coronavirus period. For years, highly leveraged “relative value”...
The FOCUS Newsletter: April 2020
The world is different now than it was three months ago. It was also different after 9-11. A week after 9-11, the financial markets in the U.S. reopened. One week after that, the market bottomed. It felt bad, there was great uncertainty, a war was starting, and...
Webinar: Looking Ahead: Effects of Federal Stimulus on Estate Planning, Taxes, and Investing
In this update we take you through the new effects of current policy changes. If you have more questions or want to speak to us about the federal stimulus's effect on your situation, please call our office at 804-270-4000. https://youtu.be/xjRsKx9IPZw
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