Posts by Dr. John Colegrove, CFP®

Optimism Abounds Despite March Swoon

I want to start off this letter by saying thank you. Thank you for the continued trust you place in our practice. And thank you for sticking with your investment plan, even as the attention-seeking pundits in the press are stoking the flames of panic. Stock Market Correction: A One-Two Punch from Coronavirus and Oil…

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Bizarro World: Where Toilet Paper is Worth More than Oil

When I was a kid growing up, the innocence of Saturday morning included my favorite TV show: The Superfriends. And my favorite superhero was none other than Superman, of course. One of Superman’s arch nemesis was known as Bizarro. And on Bizarro’s home world, everything was completely backwards or upside down. For example, Bizarro had…

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Coronavirus and Your Investment Risk

The purpose of this message is to provide an update from Calder & Colegrove Investment Group (CCIG) in terms of our response to the Coronavirus. During his address to the nation last night, President Trump suspended travel between the United States and Europe. Additionally, through an abundance of caution and through the suggestions of government…

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Coronavirus and and the Market Correction

The Coronavirus and How the Press LOVE to Cause a Panic From the press to the quick retreat of our stock markets this week, there’s been a lot of negative news. And that news is fixated on the Coronavirus. Yet, the risk to you and me, in contracting the Coronavirus, is quite small. And this…

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Market Gets Sick Over Coronavirus

Coronavirus

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s gains so far for the S&P 500 Index and the Dow Jones Industrial Averages. The Nasdaq Composite Index appeared…

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IRS Form 1099 Timing

If you are reading this article, congratulations! When it comes to filing tax returns, your mantra is: “Git-R-Done,” as Larry the Cable Guy likes to say. But, as you seek to finish up your tax return, you might find a fly in your soup. And that fly is known as Form 1099 – which you…

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The SECURE Act

The purpose of this letter is to address the SECURE Act, which was just passed and signed into law by President Trump on December 20, 2019. The combination of impeachment proceedings and the Christmas holidays kept this out of the limelight of the press. But it passed alongside the spending bill. For your reading pleasure,…

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Market News: A Fed Rate Cut and the Economy

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated…

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Market News: Longest Economic Expansion Ever!

Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed to a trade truce, clearing the way for the two nations…

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