How Diversified is Your Index?»

April 9, 2021 –

With the rise of the S&P 500 as the primary benchmark for US large company equity returns, we thought it would be useful to cast some light on exactly how…

If You Had a Crystal Ball»

January 25, 2021 –

Imagine that you had a crystal ball, which granted you the ability to see major future events before they occurred. And imagine that you peered into that ball just over…

Strange Days»

October 14, 2020 –

In recent days I have struggled to settle on a theme for this commentary, particularly how I might synthesize into a brief note the important takeaways from monumental events that…

Money Tsunami Drives Recovery»

July 20, 2020 –

The wild ride continues. After the COVID-19 virus prompted an economic shutdown resulting in roughly a 17% drop in global economic output, economies around the world are rapidly re- opening…

The Coronavirus Pandemic of 2020 – Market Commentary»

April 13, 2020 –

Financial market commentators often refer to black swans, a metaphor for extremely rare events that are virtually impossible to anticipate and which have a very significant market impact. Asteroid is another metaphor for the same phenomenon – certainly financial markets and the global economy have shuddered in recent weeks as if they have been hit by one. The financial and economic impact of the coronavirus pandemic has been particularly acute because it was unexpected, and thus represented a risk that was not reflected in market prices.

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.

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