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Saturday, March 28, 2020

I've attached two analysis pieces: a deeper dive into the current market and some historical perspective, and a piece about the anticipated recovery. I know that we are living in uncertain times. As a nation, we have been through war,...

 

Thursday, March 26, 2020

If you're watching the news, you've probably seen that the market is up so far this week. Investors have reacted positively to the expected stimulus bill, buying back into the market. We're still down from the record highs set earlier...

 

Monday, March 23, 2020

Oh my. Through Thursday of last week, the markets continued to drop, down over 25% from the record highs earlier this year. That sounds terrifying, doesn’t it? On the surface, it certainly does. But for some perspective, consider...

 

Thursday, March 19, 2020

As we navigate these uncertain times, I will continue to send out commentary and research that I believe may interest, educate and/or enlighten you. We will continue to post this information on our website and Facebook page as well....

 

Wednesday, March 18, 2020

There's an old curse that I think applies right now: May you live in interesting times. This is certainly that. I know there is a lot of anxiety right now, about the markets, about the health of older family and friends, and how we...

 

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Tuesday, March 17, 2020

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Oh my. It sure seems like the zombie apocalypse is upon us. The market has officially entered bear territory, ending an unprecedented eleven-year...

 

Monday, February 10, 2020

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. The market recovered from the corona virus drop last week, with both the S&P 500 and Dow Jones Industrial Average reaching all-time highs....

 

Monday, January 27, 2020

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Last week we talked about finding a financial planner, or financial advisor, to help you get your finances in order. Something to talk with your...

 

Monday, January 20, 2020

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. We continue to see new highs in the market. Last week, the Senate passed the USMCA, the trade deal with Canada and Mexico that will replace NAFTA...

 

Monday, January 13, 2020

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. After a dip the previous week and a volatile start, the market continued to new heights last week, setting new all-time highs. While we expect...

 

Monday, December 30, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. The markets continued their upward swing last week, continuing to set all-time highs. Retail sales were up over last year, and post-holiday sales...

 

Monday, December 23, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Both the Dow and S&P set new all-time highs again last week. On December 13th, the US and China announced a “phase one” trade...

 

Monday, December 16, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Both the Dow and S&P set new all-time highs on Thursday, largely on reports that the trade deal with China is close to being finalized. The...

 

Monday, December 9, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. The market was volatile last week, based on concerns about trade and a soft manufacturing report. Overall, we are still positive over the last...

 

Monday, December 2, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. The market rallied last week, reaching new all-time highs after reports that China has conceded on a key trade negotiation point around honoring...

 

Friday, November 22, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Through Thursday, the market was slightly down, based on fears the phase one trade agreement with China will not be finalized by year end....

 

Monday, November 18, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. The market was up again last week, with the Dow Jones Industrial Average crossing over 28,000. The Dow’s record-breaker was largely fueled...

 

Monday, November 11, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Stock market indices were up again last week, with the S&P 500 reaching another all-time high. The jobs report released the previous week showed...

 

Thursday, October 31, 2019

Monday Money Report This is Ann Alsina of CovingtonAlsina, with your Monday Money Report. Stock market indices were up again last week, with the S&P 500 reaching an all-time high mid-week. Part of this came from publicly-traded...

 

Thursday, October 24, 2019

Good morning, this is Ann Alsina of CovingtonAlsina with your Monday Money Report. Overall, stocks were up slightly last week. Our recession watch indicators are still green, indicating no imminent risk of recession. If you’re...

 

Tuesday, October 15, 2019

This is Ann Alsina of CovingtonAlsina, with this week’s Market Update. The market has been up over the last week. And by market, I’m referring to two general stock-market indexes, the Dow Jones Industrial Average, commonly...

 

Thursday, March 23, 2017

We would like to extend a huge “thank you” to everyone who joined us on Tuesday March 21st for our monthly Women, Wine & Wisdom event. Despite the last-minute venue change we had a great turnout with lots of new faces and a...

 

Wednesday, March 15, 2017

Dreaming of living abroad? Moving to be near family? Here are a few important points to think about before you make the move. If living abroad is something you’ve always envisioned, retirement might be the perfect time to explore...

 

Wednesday, March 1, 2017

We would like to extend a huge “thank you” to everyone who joined us on Tuesday, February 21st, for our monthly Women, Wine & Wisdom event. We had a great turnout and enjoyed an engaging talk and discussion on all things to...

 

Friday, May 2, 2014

My grandfather had a problem with open caskets at wakes, visitations and funerals. He insisted that, when his time came, his casket would be closed. “If you couldn’t be bothered to come see me when I was alive, you’re not going to see...

 

Sunday, April 20, 2014

What is a legacy? So often we think of it as a tangible asset, usually wealth, but sometimes antiques, jewelry or other possessions. What if your legacy were the people you’ve touched, the change you’ve sparked, the body of work you...

 

Sunday, March 30, 2014

Working as a CERTIFIED FINANCIAL PLANNER™ professional gives me a unique perspective on money, and how it affects people. One of the most common quotes I hear is that “Money is the root of all evil.”