The S&P 500 has pulled back almost 10% since the start of the month and we are providing commentary below from Myles Zyblock, Chief Investment Strategist with Dynamic funds. For anyone following our updates this year, this pullback should not come as a surprise in the context of the robust recovery we have seen since… Read More
Many of our investment partners release economic and market commentary, and the purpose of this article is to summarize the key opportunities and risks these companies are seeing as we near the final quarter of 2020. The first quarter of 2020 was a period of unprecedented volatility as COVID-19 took hold and lockdowns caused global… Read More
We hope you all had a safe and pleasant summer. The most common question I have received this year, one that I have asked myself many times, is “how can markets be up amidst the pandemic and economic backdrop?”. On May 29th, we wrote a blog titled “Markets vs. Economy, why markets are only 10-15%… Read More
2020 has forced us to quickly adapt to a changing business environment, and we have learned a lot about the convenience of e-solutions. As a refresher, we want to let you know what e-solutions are available to you: You can login online to Fundex Wealthview and view your account balance, individual holdings, investment performance, quarterly… Read More
As of August 17th, Joe Biden led national polls by 7% on average, and importantly, was ahead in most battleground states. Biden’s large lead strongly indicates the Democrats will maintain a majority in the House of Representatives, but his lead is large enough that it gives Democrats legitimate hope of also winning a Senate majority…. Read More