March 22, 2021 Financial Perspectives
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
March 8, 2021 Financial Perspectives
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
February 22, 2021 Financial Perspectives
February 8, 2021 Financial Perspectives
January 29, 2021 Financial Perspectives
January 25, 2021 Financial Perspectives
March 8, 2021 Financial Perspectives
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
February 22, 2021 Financial Perspectives
February 8, 2021 Financial Perspectives
January 29, 2021 Financial Perspectives
January 25, 2021 Financial Perspectives
January 11, 2021 Financial Perspectives
December 21st, 2020 Financial Perspectives
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
December 7th, 2020 Financial Perspectives
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
October 12, 2020 Financial Perspectives
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?