Economy

In the U.S., shutdowns, partial shutdowns, shifting work patterns and home life have created many hurdles. The steep recovery after the severe drop showed the economy is resilient and has a strong foundation.

Stocks

2020 has been unrivaled with the fastest drop in stock prices, the shortest recovery period, the most oversized stimulus packages, and the biggest economic shut down in history. All this because of a virus called COVID-19.

Bonds

As COVID-19 hit the United States in early 2020, fear not only entered our homes, but also the financial markets. Investors flocked to the ‘Full Faith and Credit’ of U.S. Treasury bonds.

About The Speakers

Trent D. Dysert, CFA
Associate Director of Research, Assistant Vice President, Portfolio Manager

Neil Craft
Client Relationship Manager

Brian P. Shepardson, CFA, CIC
Vice President and Portfolio Manager
Chief Financial Officer, Treasurer and Secretary of James Advantage Funds

David W. James, CFA
Senior Vice President, Director of Research, Portfolio Manager
Senior Investment Committee Member