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Quarterly Update

Created on Tuesday, 08 January 2019. Posted in Content/our blog

The fourth quarter (Q4) of 2018, and the year itself, was marked by volatility, rising anxiety for investors, and a shift in the market environment. It was a year that saw record highs for the stock market ...

Happy Holidays

Created on Tuesday, 18 December 2018. Posted in Content/our blog

... as a tax deduction. The government gives investors this special tax treatment on capital gains and losses because it wants to stimulate investment in stocks, bonds, real estate, small business ownership, ...

Don't Believe the Hype

Created on Tuesday, 11 December 2018. Posted in Content/our blog

... business and personal investment and, ultimately, a slowing of the economy typically leading to recession. Investors monitor several different curves, but the most important are the difference in yield ...

More Definitions

Created on Tuesday, 27 November 2018. Posted in Content/our blog

... about their prospects. We're currently within an almost ten-year long bull market for stocks that began in March of 2009 during the Great Recession. Investors have been bullish since then and investment ...

Happy Thanksgiving

Created on Tuesday, 20 November 2018. Posted in Content/our blog

... because it's easy to see what the fund owns on any given day. Index funds are also cheaper for the fund company to manage and this is passed on to investors in the form of lower annual costs (the savings ...

Looking for Clarity

Created on Monday, 12 November 2018. Posted in Content/our blog

... the proposed regulation is the Client Relationship Summary (CRS), an up to four-page document that investors would receive prior to starting a new relationship with a broker, advisor, or planner. The idea ...

Picking Out the Good Stuff

Created on Monday, 05 November 2018. Posted in Content/our blog

... JPMorgan research articles. The content is meant for advisors but it's worthwhile for anyone to see what some of the large institutional investors are thinking. Continue reading... As we have traveled ...

The Search for Silver Linings

Created on Monday, 29 October 2018. Posted in Content/our blog

... posted most of the gains earlier in the year but have been taking it on the chin as investors take profits. Developed foreign markets (such as Europe) and emerging markets (such as China) are each down ...

Updates to Social Security & Medicare

Created on Tuesday, 23 October 2018. Posted in Content/our blog

... equity investors is today, as it represents the anniversary of the 1987 stock market crash 31 years ago. When you consider the fact that the S&P 500 fell 20% in a single day back in October 1987, the ...

Volatility is Normal

Created on Monday, 15 October 2018. Posted in Content/our blog

... of 62 times a year since 1980. This year, we have seen 39 such moves; this feels high when compared to 2017 but remains below the historical average. Given a still constructive backdrop, investors ...

The Expectations Game

Created on Monday, 08 October 2018. Posted in Content/our blog

... for investors, or anyone for that matter, when setting expectations in uncertain environments. It's important to focus on controlling the things we can control as investors, such as quality, cost, allocation, ...

Quarterly Update

Created on Monday, 01 October 2018. Posted in Content/our blog

... performers included Utilities and Energy, up about 1.5% and 0.4%, respectively. Real Estate was flat. Across the U.S. economy companies are generating more revenue, consumer confidence is up, investors ...

A Trip Down Memory Lane

Created on Monday, 17 September 2018. Posted in Content/our blog

... and find a mattress, or maybe jars to bury cash in the yard instead?". While there are many takeaways from that period, for regulators, investors, and yes, also for advisors, a primary lesson should ...

What’s with Emerging Markets?

Created on Tuesday, 11 September 2018. Posted in Content/our blog

A common topic lately has been the problems with emerging markets and why the asset class is down so much this year. It's important for investors to examine these problems because the asset class is expected ...

CDs Versus Bonds

Created on Tuesday, 04 September 2018. Posted in Content/our blog

... to see how bonds behaved over the last five years and you'll see how the higher return from bonds adds up. If bond investors jumped ship to buy CDs, they'd be missing out on higher returns over time. ...

The Tao of Wealth Management

Created on Tuesday, 31 July 2018. Posted in Content/our blog

... and some other tech names promptly followed suit. Was this the coming of Tech-Armageddon? Should investors sell everything and go to cash? The news media had a field day. Ironically, while this surely ...

When Bad News is Good News

Created on Monday, 09 July 2018. Posted in Content/our blog

... I thought I'd take some time to explain. I've previously written and talked about how so much of what we pay attention to as investors is counterintuitive. We want to buy when prices are low, sell when ...

Quarterly Update

Created on Tuesday, 03 July 2018. Posted in Content/our blog

... each down about 3%, mostly due to tariff concerns. Following the S&P 500's technical market correction during the first quarter, investors were anxious about stocks as we entered Q2. The S&P ...

Semantics

Created on Tuesday, 26 June 2018. Posted in Content/our blog

... of Chinese investors and companies (many of which are indirectly controlled by the Chinese government) to gain access to our most important technologies and, presumably, to take them home and copy them. ...

Staying Focused Amid the Noise

Created on Tuesday, 15 May 2018. Posted in Content/our blog

... get us to notice them are at best, distractions, and at worst, manipulations that serve them by clouding our ability to think clearly. For investors, these are not trivial matters. We all want to believe ...