Covenant News 2020 (May - September)

Medicare Open Enrollment
We have found that many of our clients that are nearing or in retirement have questions about Medicare and are looking for a quality resource to guide them.

How To Avoid Emotional Investing
Sometimes our emotions take over and we use the "gut instinct" part of our brain instead of the critical thinking part. This is especially true when it comes to investing.

The Market Pull Back
The market pullback continues. Stocks closed down Monday as the S&P 500 Index attempted to break its three-week losing streak that has left it more than 7% below its September 2nd high.

Back To School In A New Way
Back to school marks the end of summer, the arrival of cooler weather and kids hitting the books again. Back to school this year will be different because of the unique challenges involving COVID-19.

Consumer Debt Drops During The COVID-19 Pandemic
There is no doubt that COVID-19 has been reshaping consumer spending habits since the start of the pandemic.

Market Volatility

Healthcare Costs in Retirement
Being aware of potential health care costs during retirement may allow you to understand what you can pay for and what you can’t.

Cities Facing Mass Exodus
In the wake of Covid-19, there is a growing trend of residents and businesses fleeing crowded cities and considering permanent moves to the suburbs.

Market Update
As of August 5th, the S&P 500 Index has moved into positive territory for the year after being down more than 30% in March.

Are You Prepared Financially For The Next Storm?
Some people are finding out the hard way that their homeowners insurance does not cover flooding.

Avoiding Covid-19 Scams
Scammers, fraudsters and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.

G. Ward Keever, IV Recognized As One Of LPL Financial’s Top Financial Advisor
This is Ward’s 7th consecutive year earning this honor.

Midyear Outlook 2020
LPL Research’s Midyear Outlook 2020 provides updated views of the pillars for investing.

Covenant Celebrates Adding A New Team Member!
Please welcome Lindsey McCaffery who joins us as a Client Concierge!

Do You Consider Taxes As You Invest?
A few astute moves could help promote a better after-tax return.

When Will the Economy Recover?

The US Economic Recovery Continues

Who Sold Their Stock?


Robinhood Traders are Not Behind the Market Rally

What Documents Do I Need to Keep?
