March 2020

Investment Committee Update: Allocation Positioning

Submitted by Connecticut Wealth Management, LLC on March 27th, 2020

In our blog post from Monday, we alluded to ongoing discussions our Investment Committee has had regarding allocation positioning in this recent market turmoil. As we mentioned, we have purposely kept the stock allocation below target during this period of volatility as an additional form of risk control. Our investment committee has approved a systematic approach to rebalancing por

Investment Committee Update: Intense Market Volatility

Submitted by Connecticut Wealth Management, LLC on March 22nd, 2020

Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month. To date, we have purposefully not rebalanced back to target as an additional risk control measure. We acknowledge that it is difficult to look forward with so much uncertainty and so many currently unanswered questions, bu

A letter from CTWM President & CEO Kevin C. Leahy

Submitted by Connecticut Wealth Management, LLC on March 14th, 2020

Dear CTWM Clients,

As you might have guessed, we have spent the last several weeks closely monitoring these whipsawing markets, testing and retesting financial plans, collaborating with our research partners, and connecting with our clients.

Stock Market Volatility

Submitted by Connecticut Wealth Management, LLC on March 9th, 2020

Stock market volatility has continued this morning, leading to the trigger of market-wide circuit breakers. Put simply, market exchanges have mechanisms in place to try to help reduce panicked selling. The New York Stock Exchange declined by more than 7% this morning at the open, which triggered the first circuit breaker that halted trading for 15 minutes.

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