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…
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…
April 17, 2018 –
The nature of investing is one of taking and managing risk, with a recognition of the potential for both upside and downside risk. Please follow the link to download the…