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…
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…
The effect of COVID-19 on the markets
As we learned during the Great Recession and, before that, the Tech Bubble, the worst thing to do in times of crisis and heightened market volatility is to panic and cash out. Investors should stay focused on time-horizons and make sure near-term cash needs are…