INSIGHTS & BLOG

Stay up to date with current trends and information.

We have never seen this before…

The past month has been one for the record books for sure, but all Bear Markets are in their own "unique" (horrific, crazy, unnerving fill in your own word)way. What is happening? We have never been through anything like this before! Every Bear Market has its own...

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How will this affect my portfolio?

This is the question everyone really wants to know, so let’s review that by focusing on 3 primary asset allocation categories: Stocks:  The value of stocks are fundamentals based on the earnings a company make.  Right now CEOs, analysts, portfolio managers, traders...

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Bear Market, Bull Market, Bear Market….

Context is needed, information is scarce and the unknowns of the market and the Coronavirus are leading the news coverage.  So in our usual process we want to provide perspective, remind you of our process and talk about your individual plan. Market Perspective:...

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The Stock Market by the Numbers…

"People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game." -Peter Lynch  What do you think about that quote? The first part, I agree with it, because we have studied...

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Volatility Is Picking Up!

Maintaining perspective is a critical element to having success in market. Many of you have seen the chart below from “JP Morgan’s Guide to the Market” as we refer to it often in our meetings and discussions.  The bars are the returns for each year, for example the...

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Market Volatility is Normal!

Market Volatility is Normal! The Dow Jones set a new high this year and since then it has been in a downward slide hitting Bear Market territory.   As always, our job is to provide perspective when needed and more importantly, to follow our investment planning...

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