
Crown Investment Committee: Q3 2020 in the Books
Every quarter the CWG Investment Committee takes a look back at the calendar year and reviews what has taken place in the economy and markets.
Every quarter the CWG Investment Committee takes a look back at the calendar year and reviews what has taken place in the economy and markets.
When a child is born, you’ve got 18 years to make sure you have the eighty thousand plus dollars ready to go to cover those costs, otherwise you’ll be using your family cashflow and/or student loans.
For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table and you lack control of the asset. Let me explain why…
Main Street USA continues to cope with a variety of concerns
Many of you are most likely nearing the end of your PPP loan spend and are starting to think about getting the loan forgiven. While the process for obtaining the loan was chaotic, confusing and stressful, it looks like the forgiveness process should be much easier
In this past quarter we saw a 20% rally in the S&P 500 index. We finished June up 41% off the March 23 low. Q3 starts off -8.6% from the market top of 3393.52, yet -3% YTD at 3100.29 on June 30, 2020.