Is now the right time to be invested in value stocks?

September 3, 2022

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.

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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,

January 10, 2023

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

December 6, 2022

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