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 - February 8, 2021
Readers of this column are likely aware of some of the bizarre events transpiring in the equity markets today. Among them, stories of Reddit chatrooms driving short squeezes and massive single-day moves (in both directions) in companies with relatively weak fundamentals. If parts of the environment feel like the 1990’s dot-com bubble to you, I’m right there with you.
Market Pulse - February 2021
The US economy now stands at 66% reopened, although retail and hospitality remain sensitive to COVID-19 restrictions. We expect the Biden administration’s proposed COVID relief plan, the EU recovery fund, pent-up demand, and an accelerated vaccine rollout to bolster the recovery through relaxed restrictions and reductions in voluntary social distancing. In 2021, we expect the US and Euro Area to grow 6.6% and 5.4%, respectively.
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.