The Super Bowl – We’re fans! The Super Bowl Indicator – Not so much
On Sunday, February 2, 100 million Americans watched Patrick Mahomes lead the Kansas City Chiefs to a stunning fourth-quarter comeback victory over the San Francisco 49ers in Super Bowl LIV, earning MVP honors for himself and delivering the franchise’s first world championship in 50 years….
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…
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…
Cue the Griswold’s…Tis the season for European Vacation
As Christmas approaches, many of us happily turn our attention to our couch and TV, taking time to watch any number of Christmas classics, including “The Year Without A Santa Claus,” “It’s A Wonderful Life” and, of course, “Christmas Vacation.” While “Christmas Vacation” is always…
Is there a bull market in feeling bad?
As 2019 draws to a close, US investors have much to celebrate: a YTD gain of 27% for the S&P 500 Index (S&P 500), its best annual showing since 2013; an economy expanding for the 10th consecutive full calendar year; inflation well anchored, with the…