Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Unprecedented! That word had been used ad nauseam in 2020.
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
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.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
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.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
A Q&A with Senior Lead Advisor, Phil Kruzan.