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Should I be worried by the recent banking turmoil’s impact on the stock market?

March 2023 was a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called a “bank run” resulting in the largest failure of a US bank since the 2008 global financial crisis. Two days later, a second regional US bank, Signature Bank, was shut …

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Is dividend-only stock investing a reliable strategy?

Across the advisor community, we often hear individual investors coming to their advisors infatuated with generating investment returns through high dividend-paying stocks. While this strategy may have been praised by industry experts at one point in time and even today, the data and evidence over the past several decades have shown that there are significant …

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The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?

Equity markets have seen a much-welcomed reprieve recently with broad US, International, and Emerging Market indices up 11.6%, 15.3% and 6.9% QTD through 11/11/20221. However, looming recession headlines continue to spark angst with investors, who may be wondering what the impact might be if one does occur. The National Bureau of Economic Research (“NBER”) defines …

The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried? Read More »

Why am I even paying for a financial advisor when my portfolio is way down?

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of a client or prospect reaching their destination increase greatly if they are prepared, flexible, patient, and well-advised. Working with a financial professional who understands a client’s goals can …

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Why have ex-US equities underperformed US equities this year?

Non-US market returns the first three quarters of 2022 were like the famous Marilyn Monroe/Albert Einstein optical illusion—what you see depends on where you’re standing. US investors, observing returns denominated in USD, have seen relatively poor returns for international markets and possibly view this as yet another strike against global diversification. But, expressed in local currency, …

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How will the upcoming midterm elections impact the market and investor portfolios?

Midterm elections in the US are once again on the horizon. Every two years the full US House of Representatives and one-third of the Senate are up for re-election. There will surely be plenty of forecasts in the coming months about how a particular party’s control of congress will impact government policies and in turn …

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Is This Time Different?

Yes, but it’s always different. When there are declines or volatility in the market, it’s natural to question if the period we’re experiencing today and moving forward is distinct from what we’ve experienced in the past. Rather than grasping for unknown answers, it may be better to consider what we know. DOWNLOAD THE PDF