Putting politics aside
We live in red or blue states; we tune into liberal or conservative media outlets; our President is either Making America Great Again or an existential threat to our Republic; on it goes. Yet, consider how policymakers—including House Speaker Pelosi, Senate Majority Leader McConnell, and…
Creative destruction
Economist Joseph Schumpeter coined the phrase “creative destruction” to describe the way innovation in the manufacturing process increases productivity while destroying the old way of doing things as a new efficient way is developed. This idea has been expanded to many other contexts as we…
Vlog: Quarter-end Q&A 1Q2020
Tim Holland, CFA, Global Investment Strategist, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter: Have we seen the bottom in the stock market? Have the Federal Reserve and the Federal Government done enough in response…
The eye of the storm
As a Florida native and South Florida resident seeing the store shelves empty and people stock up on supplies out of fear is eerily reminiscent of the days leading up to a hurricane. Last year, as a ferocious category 5 hurricane pummeled the Bahamas just…
Getting back to even
US equities have rallied sharply the past few weeks, with the S&P 500 Index (S&P 500) now 27% above its March 23 intra-day low of 2,189. We believe the March 23 low will— in hindsight—prove to be the low for this market cycle. What we…
Overcoming fear
As I’ve listened to and counseled some of the best financial professionals in the country over the last few weeks, one theme emerges: fear. Health-related fears. Financial fears. Fears about the future of our country. Fears about the uncertainty shrouding the world. There’s no shame…
A review of the CARES Act with Tom Wilson
Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory, provides a brief update on the CARES Act and its impact on retirement accounts. Download CARES Act flyer The views expressed are those of Brinker Capital and are not intended as investment advice or…
What could go right
Someone somewhere was the first to say, “Hope is not a strategy.” Now, that is true in all walks of life, but especially in investing. You can’t hope the market will go up. You can’t hope your portfolio will provide an adequate rate of return….