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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 …

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

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

Is a recession coming?

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

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

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 »

Should I invest in gold?

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 …

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

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 »