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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 »

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 …

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

Some would say value investors have been through a ride in recent years, and rightly so. Until recently, growth stocks enjoyed a long streak of outperformance over value stocks which had many investors wondering about the validity of the value premium. DOWNLOAD THE PDF

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

With negative returns in several asset classes and the Fed’s interest rate campaign putting further pressure on the stock market, some economists are calling for a recession. But what does that actually mean? (Download the PDF for more info) DOWNLOAD THE PDF

Rarely have we seen quarters with both stocks and bonds down at the same time. From March 1979 – March 2022 only 8% of quarters have experienced negative returns from both US Stocks and US Bonds (14/173 quarters).1 Periods like we’re seeing today are not unprecedented, but they can be uncomfortable. It’s normal to be …

It feels like everything is down this year! What’s going on and what do I do? Read More »

With geopolitical conflicts and inflation, it is natural for investors to search for safe investment havens. Some advocates for gold believe investors should allocate a significant portion of their portfolio to the asset citing the benefits of strong long-term returns and inflation protection. However, if you look at the evidence, you may start to doubt …

Should I invest in gold? Read More »

Markets have experienced volatility in recent weeks but price movements don’t necessarily mean it is time to abandon ship. Prices move as investors incorporate information, good or bad, and reflect their expectations about the future in their trades. Uncertainty also has an impact on prices. But while we tend to avoid the unknown, uncertainty is …

Many are saying there’s going to be a market decline, should I get out now? Read More »

Over the past decade we have seen that for roughly each $1 invested in an indexed mutual fund there has been $2 invested in indexed ETFs.1 Trading exchange-traded funds (ETFs) involves making tradeoffs to pursue an outcome that best aligns with one’s goals. An ETF trade requires selecting an order type and its parameters, as …

What are best practices for trading ETFs? Read More »

It may be an understatement to say that inflation is a popular subject. The Consumer Price Index was up 7.1% in December from the year prior. Prices include expectations for inflation. On average, hundreds of billions of dollars of treasury bonds are traded daily2. Market participants incorporate their expectations around future inflation into their trades. …

What should I be doing about inflation? Read More »