COVID-19 has wreaked havoc with the economy and your portfolio. If you’ve got your doubts in this moment, you may be wondering whether you should somehow shift your portfolio to higher ground until … [Read more...]
Remember: The Stock Market is Resilient
A common refrain of investors during any period of stock market volatility is, "Yeah, but this has never happened before." It's true that the details of one volatile episode rarely perfectly match … [Read more...]
Three Upside-Down Investment Insights
"Just keep in mind: the more we value things outside our control, the less control we have." — Epictetus The average day in the global stock market involves over $462 billion in trades. The … [Read more...]
You, Your Investments, and the Coronavirus
What is the prudent investor response to the uncertainty of a rapidly expanding overseas health crisis? Financial prognosticators are implying the Coronavirus could create economic headwinds that … [Read more...]
3 Simple Strategies for Your 2020 Investments
By now, you’ve probably seen a few – or a few thousand– retrospectives on the past year and the past decade … with a few 20-year reflections thrown in for good measure. It can be entertaining to … [Read more...]
Why ‘Safe Harbors’ Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds, CDs, money markets, or … [Read more...]
What Is Liquidity?
"Liquidity is like oxygen. You don’t notice that you need it until it’s not there." What is "liquidity" and why should it be a consideration when crafting your overall financial plan and investment … [Read more...]
The Index Bogeyman
Index funds have garnered a lot more attention from the financial media and investors alike in recent years. The increased popularity of passive investment strategies has provoked the question … [Read more...]
What Is Asset Allocation?
"Buy Right and Sit Tight" Great advice, but it's easier said than done. How do you know what is "right"? How much should you put in one investment vs. another? If I sell, when … [Read more...]