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Do Downturns Lead to Down Years? Thumbnail

Do Downturns Lead to Down Years?

Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.

Sticking To Principals  Thumbnail

Sticking To Principals

From February 20 to March 20, the S&P 500 Index returned –37.4%, with daily returns ranging from –12.0% to +9.4%. A drop of nearly 40% in the stock market combined with a spike in volatility can make many investors reconsider their investment approach. Some might suddenly find stock-picking approaches more alluring. After all, who has not heard the claim that a volatile market is precisely the environment in which many traditional active managers thrive? But is there any truth to this claim?

An Investment Strategy for Turbulent Times Thumbnail

An Investment Strategy for Turbulent Times

“Are you recommending any changes to my investment portfolio given all the recent market turmoil?” This is a question we frequently receive from clients during the past few weeks. Usually, they are referring to reducing their stock market exposure or “getting out until the dust settles”.

Beware The Yield Curve Inversion…Or Not? Thumbnail

Beware The Yield Curve Inversion…Or Not?

Since the 1970s, the world has seen a yield curve inversion as one of the most reliable signals of a looming recession. One can hardly turn on the nightly news without hearing about the most current inversion of the yield curve and its far-reaching implications.

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