Chart of the Month – Mar 2023
Category: Investing » Equity / Stocks
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Feb 2023
Category: Investing » Equity / Stocks
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Jan 2023
Category: Investing » Equity / Stocks
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – Nov 2022
Category: Investing » Equity / Stocks
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Chart of the Month – Oct 2022
Category: Investing » Equity / Stocks
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Thinking About Stock Market Volatility
Category: Investing » Equity / Stocks
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
Are You in the Bear Market Buyer’s Club?
Category: Investing » Equity / Stocks
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Chart of the Month – Mar 2023
Category: Investing » Equity / Stocks
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Feb 2023
Category: Investing » Equity / Stocks
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Jan 2023
Category: Investing » Equity / Stocks
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – Nov 2022
Category: Investing » Equity / Stocks
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Chart of the Month – Oct 2022
Category: Investing » Equity / Stocks
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Thinking About Stock Market Volatility
Category: Investing » Equity / Stocks
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
Are You in the Bear Market Buyer’s Club?
Category: Investing » Equity / Stocks
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Investors Must Be Present to Win
Category: Investing » Equity / Stocks
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Chart of the Month – Feb 2022
Category: Investing » Equity / Stocks
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Inflation Aware Investing
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.