Taking a long-term view when the long-term has been awesome
Investors understand they should take a long-term view of things, and put unsettling market, economic and geopolitical events – and any associated volatility – in proper perspective. Of course, that is both easier said than done, and most needed when it is also most difficult…
The Coronavirus: History may not repeat, but it does rhyme
By their nature, exogenous shocks are impossible to model for – we simply don’t know when to expect the unexpected. As exogenous shocks occur, investors will understandably seek to discern their ultimate impact on the economy and the stock market. Looking back through history its…
This is 40: Growth vs. value
The struggle of trying to time the market is a much-discussed topic. The overall conclusion of research is to take on this task at your peril and, given the compounding of returns over time, the best time to invest is sooner rather than later. In…
Our “20/20 vision”
To say investors have had a few things vying for their attention these past few weeks might be the understatement of our brand new year. Consider that so far in January we have seen the market consistently hit all-time highs; the US and Iran approach…
20 financial resolutions for 2020 (and 19 things we are leaving in ’19)
Financial progress comes second only to goals around diet and exercise when it comes New Year’s resolutions, and yet, many folks don’t know where to start when it comes to mapping out a financial future. While most of our resolutions understandably tend to be proactive,…
The US, Iran, oil, and the economy…Where do we go from here?
We have been asked often what we think of US/Iranian hostilities, including how that dynamic might develop and how it might impact the economy. Truth be told, an investment professional should be reluctant to opine on any budding global conflict since discerning the direction it…
Vlog: Quarter-end Q&A 4Q2019
Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: What do Q4 returns tell us about the outlook for the economy and markets…
Top 10 blog posts of 2019
From market perspectives with the weekly wire to behavioral finance and technology insights, these are our top 10 blog posts of 2019. The formula for happiness: Wanting what you have The power of place The BIG list of great money advice There is never a…