October 15, 2019 –
Emotions and investing are a bad mix. Stick with the plan across market and economic cycles, and review the plan annually to ensure that it still reflects your current strategic needs. When markets get volatile, look for opportunities to take advantage of the volatility rather than a change in strategy.
July 24, 2019 –
Despite concerns about market direction at the beginning of the year, particularly coming off steep market declines late in 2018, both equity and fixed income markets have concluded a first half of 2019 that can only be described as outstanding.
April 12, 2019 –
While it is entirely rational to feel good when markets rally and our wealth increases, and to feel bad when market declines cause losses, it is a grave mistake to adjust investment strategy based on such moves.
January 15, 2019 –
2018 was a disappointing year for investors, with virtually all major asset classes experiencing negative returns. While losses are never pleasant, there are a few key takeaways that are important to keep in mind during periods of market volatility, and there are silver linings in the current environment.
October 10, 2018 –
September 15th marked the 10 year anniversary of what many observers cite as the nadir of the 2008 global financial crisis: the date that investment bank Lehman Brothers filed for bankruptcy protection, the largest such filing in US history. Please follow the link to download the entire article. Ten Years After
July 20, 2018 –
Investing means taking risk, and while it should be done in a thoughtful and cost-efficient manner, a “safe” time to invest is rarely obvious: the water is never “fine.” Please follow the link to download the entire article. The Water is Never Fine