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….
Protecting against COVID-19 scams
If your work and personal inboxes look anything like mine, everything ranging from the power company to credit card companies to convenient stores have shared information about their response to COVID- 19. Fraudsters are also sending emails and making phone calls, hoping to catch individuals…
5 answers for the scared voices in your head
While speaking with a friend this morning, we both reflected on how different the world seemed just a few weeks ago when we last met. COVID-19 has caused worry around both our health and the health of the economy, and while the specifics of this…
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…