Insuring Your Retirement

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Joe Mass, 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.

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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