The New Normal

The New Normal Part 6: A Comparison to Past Normals

June 3, 2020, by Lindsey Owens Krausen

As the world works through the global pandemic, the word "unprecedented" has been used to describe the current environment by a majority of companies in their first quarter earnings report. Very few would argue that the synchronized global economic slowdown / shutdown is indeed unprecedented. There is little doubt that some things will never go back to the way they were before COVID-19 entered our life. We are just not sure what those changes are...

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The New Normal Part 5: Global Implications

May 28, 2020, by Sara McPherson

When the dust settles, the smoke clears, and COVID-19 is finally in the rear-view mirror, the world’s geopolitical and economic landscapes will likely look different than they did leading into the pandemic. Some changes will simply be an acceleration in preexisting trends. Others will be a complete surprise. While no one can look into the future with crystal clarity, the following are a few potential changes which we feel could occur over the next several...

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The New Normal Part 4: Market Valuation

May 21, 2020, by Sara McPherson

When trying to determine the correct valuation for stocks, several different criteria are evaluated. Some of these include: Overall economic growth / strength, expected earnings, expected growth rate of those earnings going forward, predictability / reliability of the expected earnings, level of interest rates, and other investment options available at the time. Overall economic strength has a major impact on equity valuations. A strong economy will allow most companies to increase earnings, and give management...

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The New Normal Part 3: Corporate Response

May 19, 2020, by Sara McPherson

With the massive spending by the Federal Government and sharp revenue declines for public entities across the country, it is hard to imagine taxes not going up at some point (but not until after the election). As such, do not be surprised to see both individual and corporate rates eventually increase. The political pull and lack of economic insight in Washington will simply be too strong. Read here Listen Here

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The New Normal Part 2: Workforce

May 14, 2020, by Sara McPherson

COVID-19 has completely turned our world upside down, forcing both individuals and corporations into a ‘new normal.’ Some of this has been positive and, obviously, some of it hasn’t. Many corporations have likely come to a startling realization, one that could drastically shift the norms of work: maybe, just perhaps, they can be just as efficient and productive with a large portion working from home?     Listen Here Read Here

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The New Normal Part 1: Society

May 11, 2020, by John Norris

What will the “new normal” be when we finally ‘get past’ COVID19? How will we live our lives and conduct business? I get this inquiry several times a day, if not more, and I wonder myself: how have the events of the several months changed us? Obviously, everyone will answer the question differently. Read here Listen Here

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