Monthly Archives: March 2020

Strategic Rebalancing in Bear Territory

We are currently in a bear market. Since its closing high on February 19th, the US stock market (represented by the S&P 500) has dropped approximately 20%, largely on concerns related to the worldwide impact of COVID-19 (the current coronavirus).¹ Foreign markets have experienced similar drops.

Maintaining Perspective in Uncertain Times

“History does not repeat itself, but it often rhymes.” – Often Attributed to Mark Twain

Eleven years ago Monday, March 9th, 2009, marked the bottom of the bear market of the great financial crisis of 2007-09. I was struck by the irony that eleven years to the day we found ourselves in the midst of another global panic. But this time the fear feels different. Right now, we not only perceive a threat to our financial security, but also to our fundamental health and well-being.