Serving And Equipping
one investor at a time
If you do the things you need to do when you need to do them, a day will come when you can do the things you want to do when you want to do them.
Decades of experience have taught us that every client has unique priorities depending on age, lifestyle, and risk profile. At Woodward Diversified Capital, we want to understand what is important to you. From there, we work diligently to thoroughly equip each investor with options and opportunities that are consistent with their own personal objectives. Our specialty and passion is finding unique opportunities which complement the more traditional investment classes and efficiently capitalize on both sides of balance sheet opportunities.
Capital Market Research
Mitch on the Markets - June 14, 2021
The current economic recovery – which can now be deemed an economic expansion, in my view – has no historical precedent. All economic recoveries and expansions look different, of course. But we have never seen such a deep economic collapse followed immediately by a boom of this magnitude. It’s a first-of-its-kind event.
Market Monitor - May 2021
As the US economy reopens, inflation has spiked due to base effects, as well as supply chain disruptions and one-off fiscal stimulus spending. Our expectation is that these effects will be transient, and that US core PCE will peak in Q2 before normalizing in YE 2021 and gradually rising higher through 2024.
The Failed Experiment of Covid Lockdowns
Six months into the Covid-19 pandemic, the U.S. has now carried out two large-scale experiments in public health—first, in March and April, the lockdown of the economy to arrest the spread of the virus, and second, since mid-April, the reopening of the economy. The results are in. Counterintuitive though it may be, statistical analysis shows that locking down the economy didn’t contain the disease’s spread and reopening it didn’t unleash a second wave of infections.
Opening Up America Again - Guidelines
President Trump has unveiled Guidelines for Opening Up America Again, a three-phased approach based on the advice of public health experts. These steps will help state and local officials when reopening their economies, getting people back to work, and continuing to protect American lives.
CARES Act of 2020
Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary below highlights some of the provisions that primarily are geared toward individuals and business owners. There are many other provisions in this very comprehensive recovery legislation which are beyond the scope of this publication. These include loan programs for businesses, expanded unemployment insurance benefits, new provisions on sick leave and family leave, and funding for a variety of health-related efforts and government programs. Always be sure to work closely with your own tax advisor for guidance in applying these new rules to your own situation.
- Coronavirus Aid, Relief, and Economic Security (CARES) Act Overview
- Key IRA Impacts of the 2020 CARES Act
- Key Qualified Retirement Plans Impacts of the 2020 CARES Act
- Wells Fargo Investment Institute - Special Report
Published Research Articles on Vitamin C as a consideration for Novel Coronavirus
In 1936 Gander and Niederberger found that vitamin C lowered fever and reduced pain in pneumonia patients. Also in 1936, Hochwald independently reported similar results. In 1946 Slotkin further reported that "Vitamin C has been used routinely by the general surgeons in the Millard Fillmore Hospital, Buffalo, as a prophylactic against pneumonia, with complete disappearance of this complication."
Tax Strategies for Higher-Income Taxpayers
This overview summarizes some of the key areas that you and your tax advisor should assess. Your financial professional can assist in evaluating investment decisions that could help mitigate your tax liability.