Insuring Your Retirement

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Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

2020 Market Review

2020 - Market Review

During the fourth quarter of 2020, the US economy continued to recover from the ‘black swan’ recession caused by unexpected global lockdowns over Covid-19. Throughout 2020, global central banks and policy makers were able to stay ahead of the recession with massive fiscal and direct monetary intervention that cushioned the blow of what would have otherwise been a long and drawn-out global recession. As we look forward to 2021 against the backdrop of a continued rise in Covid-19 infections and multiple vaccine rollouts, we are hopeful that 2021 will bring us some return of normalcy to our daily activities. 

 

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Monthly Market Update November 2020

November 2020

Market highlights

Domestic markets jumped skyward at the end of November, a rare feature for this time of year. Speaking about the S&P 500, “If it’s up more than 10%, it will only be the third time since World War II that November has been up that much,” said Sam Stovall, chief investment strategist at CFRA, the Center for Financial Research and Analysis, one of the world's largest independent investment research firms. “Such a strong November has a tendency to steal from Santa.”
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Monthly Market Update October 2020

October 2020

Market highlights

Equity markets had a fall-off during October during the pandemic’s eighth month. A high degree of uncertainty pervades the country as COVID-19 cases and deaths continue to climb. The United States has 4% of the world’s population but approximately 20% of all fatalities. With nearly a quarter million American deaths and no national policy for curbing the virus, there is no end in sight. 
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