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Archive for 2020
11.17.2020
A Quick Note on the 2020 Election Outcome
In recent months, the perceived gap between US stock market performance and underlying economic fundamentals has grown to extreme levels. While US market indices sit near all time highs, the economic backdrop remains shaky; more than 13 million workers are receiving pandemic-related unemployment benefits and a large number of small and mid-sized businesses remain closed […]
10.08.2020
Concerned about the Election?
You may have heard that another presidential election is coming up soon. For many investors, this one feels more consequential than most, and the advisers at Vickery have been fielding more election-related questions from clients than usual this time around. It is certainly true that this election could bring significant changes on the policy front, […]
09.01.2020
Yields are at Record Lows — Time to Abandon Bonds?
In recent years, investors around the world have become accustomed to very low interest rates. Bond yields were already low by historical standards at the beginning of 2020, but then the economic shock caused by the Coronavirus pandemic, as well as aggressive monetary policy responses from the world’s major central banks, combined to drive down […]
08.06.2020
What Would You Do if You Knew Taxes Were Going Up?
The upcoming election this November will be highly consequential on a number of policy fronts, including tax policy. While the outcome won’t be known until after November 3, given the degree of potential changes, it would be prudent for investors to begin anticipating what a Biden Administration might look like in terms of federal tax […]
06.02.2020
What You Should Be Doing With Your Money RIGHT NOW
In the last few weeks, you have probably seen several headlines just like that one popping up on your computer screen and in the media; periods of high market volatility tend to bring them out in force. They certainly grab your attention and are effective at generating clicks and web traffic. But more likely than […]
04.24.2020
The Market is not the Economy
On March 26, the U.S. Department of Labor reported that 3.28 million Americans had filed for unemployment insurance in the past week, shattering all records for weekly jobless claims since recordkeeping began in 1967. The employment reports have only worsened since then, with approximately 26.5 million jobless Americans filing for claims in the past month, […]
02.11.2020
Does Gold Belong in Your Portfolio?
Gold had another good year in 2019, returning +17.4% in USD terms. Since bottoming at the end of 2015, gold has put together an impressive four year track record, returning 40.8% since 12/31/15 or about 8.9% annualized. Given that inflation has begun to turn up in the last few months as well, it’s unsurprising that […]
01.10.2020
Have You Checked Your Portfolio Lately?
Any way you slice it, 2019 was a fruitful year for the investor class. In what was nearly a mirror image to 2018, virtually every asset class had positive returns last year, including double-digit returns for US, international developed and emerging market stocks. Real estate investments (REITs) were one of the best performers last year, […]
