Santa Fe Advisors, LLC

Investment advisor for individuals and institutions


The Long Expansion – Market Commentary»

January 13, 2020 –

As always, there are several pros and cons to consider when navigating today’s markets. Many of these issues, both positive and negative, can turn on a dime…and generally tend to once a consensus arises that extrapolates past trends into the future. It’s for this reason that we regularly reinforce the imperative of ignoring today’s news headlines (particularly negative ones) when constructing an investment plan, and rather aligning strategy to fit one’s unique personal financial situation and objectives.

Emotions and Investing – A Bad Cocktail – Market Commentary»

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.

Mid-Year Roundup – Market Commentary»

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.

Time as a Risk Dimension – Market Commentary»

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.

Corrections and Opportunity, Strategy and Tactics»

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.

Ten Years After – Market Commentary»

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