Inside the markets with Tom Wilson
Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory, provides an economic update that discusses the initial jobless claims report, the fiscal stimulus package, and municipal bond prices. The views expressed are those of Brinker Capital and are not intended as investment…
Markets are often volatile to the upside!
Think about what we’ve come to grips with over the past few weeks: the US economy faces an unprecedented, pandemic driven demand shock; the US Federal Reserve is engaged in a level of monetary policy support and liquidity creation unlike anything in its history; the…
Market update with Tom Wilson
Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory, provides an economic update that considers the initial joblessness claims and the media’s comparison between the current environment and the Great Depression, noting the significant differences in monetary policy. The views expressed are…
Noise vs. information
In my days as a clinical psychologist, my first ever rotation was at an inpatient eating disorder clinic. The treatment consisted of many things you might expect—nutritional counseling, psychotherapy, and group therapy—but it also included one element you might not expect: media training. You see,…
Win the day
As a child, my father (himself a financial advisor) had a single obsession—paying off our house. For him, debt was a burden he hated so thoroughly he referred to it as “a four-letter word, just like the rest of them.” To track his progress toward…
A bear market bottom checklist
A bear market bottom has historically been marked by several economic and market signposts, including depressed investor sentiment, widening credit spreads and a policy response to the systemic shock facing the country. More importantly, as we try to identify when we might hit a bottom…
Into the unknown
Seeking respite from what has been a trying few weeks in the markets, I recently sat down with my kids to watch (OK, to re-re-re-watch) Frozen 2. Despite turning on the movie to unplug, I unintentionally found it filled with good ideas for investors who…
When it rains
Most of the focus on COVID-19 has understandably been on its physical impact, but the psychological impact of a pandemic is also worth considering. Social interaction is a huge source of psychological wellbeing, and its loss, paired with concerns about the market, as well as…