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Browse: Home / Joe Pitzl

Joe Pitzl

Joe Pitzl

The Disconnect Between Markets and the Economy

The Disconnect Between Markets and the Economy

By Joe Pitzl on May 16, 2020

On the heels of global markets rebounding sharply in the month of April, there is a growing sentiment in the financial media that markets are not accurately reflecting the reality we are all living through. As Covid continues to spread and alter our way of life, both the human and economic toll continues to mount. […]

Posted in Behavioral Finance, Economy, Investing, Stock Market, Volatility | Tagged Covid, economy, investing, stock market, volatility

New “Ask Buckingham” Video Series on Current State of Markets

By Joe Pitzl on March 25, 2020

Our back office partner, Buckingham (better known to you as BAM), recently launched a video series called “Ask Buckingham” to address common questions and concerns about the state of financial markets. Through conversations with members of the Buckingham Investment Policy Committee and research team, this series seeks to give some perspective on the current state […]

Posted in Behavioral Finance, Economy, Financial Planning, Investing, Stock Market, Volatility | Tagged Behavioral Finance, cares act, Covid-19, economy, investing, stock market, volatility

Life Under Covid-19: Social Distancing, e-Learning, Fear, Opportunity(?) & Hope

Life Under Covid-19: Social Distancing, e-Learning, Fear, Opportunity(?) & Hope

By Joe Pitzl on March 19, 2020

It goes without saying that we are all trying to get used to a new reality. For those of us in the working world, it is a regular occurrence these days to have conference calls interrupted by children and dogs barking in the background. This is now more of an expectation than an annoyance. For […]

Posted in Economy, Investing, Stock Market, Volatility | Tagged Covid-19, economy, SECURE Act, stock market

Oil Wars, Covid-19 and Markets…continued

By Joe Pitzl on March 9, 2020

As the coronavirus “Covid-19” makes its way around the globe, people are scrambling to wrap their arms around the latest epidemic and what it means. Thus far, it has reached 109 countries and appears to be headed for more. The overwhelming majority of cases to date have taken place in China, the country of origin, […]

Posted in Economy, Financial Planning, Stock Market, Volatility | Tagged Coronavirus, Covid-19, economy, epidemic, oil war, stock market

Coronavirus Update & Today's Market

Coronavirus Update & Today’s Market

By Joe Pitzl on February 24, 2020

Headlines today are centered on the sharp market drop around the globe, which is being tied to the increase in reported Coronavirus (COVID-19) cases outside of mainland China. Over the weekend, South Korea, Japan, Iran and Italy all saw a surge in cases. As we wrote last week, this epidemic is not something for the […]

Posted in Uncategorized | Tagged Coronavirus, economy, epidemic, stock market

Coronavirus, Past Epidemics, and Markets

Coronavirus, Past Epidemics, and Markets

By Joe Pitzl on February 13, 2020

The current coronavirus breakout seems to be on everyone’s minds, and rightfully so. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, […]

Posted in Uncategorized | Tagged Coronavirus, economy, epidemic, stock market

Feeling SECURE Heading into 2020

By Joe Pitzl on December 28, 2019

Just like that, the 2018 tax changes that were supposed to be mostly permanent have been altered. In the following paragraphs, our associate financial planner, Justin Gabriel, breaks down the pertinent details of the new law that may be applicable in the years ahead. On Friday, December 20th, the President approved a new $1.4 trillion […]

Posted in Uncategorized | Tagged RMD's, SECURE Act, Tax planning

Stuck in Neutral

Stuck in Neutral

By Joe Pitzl on August 9, 2019

Often as investors, we are forced to endure prolonged periods where it feels like our investments are stuck in neutral. These stretches of time can test our patience and resolve every bit as much as when markets are plummeting. The natural instinct is to believe that something must be broken, so we are tempted to […]

Posted in Economy, Investing, Stock Market, Volatility | Tagged economy, investing, stock market, tariffs, trade wars

The Toll of New Trade Tensions and Your Portfolio

The Toll of New Trade Tensions and Your Portfolio

By Joe Pitzl on May 22, 2019

It was hard to miss the headlines about escalating trade tensions between the U.S. and China last week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? The commentary below comes from our […]

Posted in Economy, Investing, Stock Market | Tagged economy, stock market, tariffs, trade wars

The Fed, Government Shutdowns & the Winter Solstice

By Joe Pitzl on December 20, 2018

The end of this week marks the winter solstice. There is not a lot about that specific day to be excited about. On one hand, it is the darkest and shortest day of the year. On the other, it is the middle of winter, so it’s cold! As an added kicker, this year we even […]

Posted in Economy, Investing, Stock Market, Volatility | Tagged economy, stock market, volatility

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