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On March 20th 2020, the S&P500 index (a main stock market reference to judge the US economy) was down 34% from its previous high reached that February. During that span, we witnessed one of the most volatile stretches in stock market history. The pandemic...
Income tax season is now upon us… the time of year where your mailboxes have filled up with tax slips and receipts as you gather your documents to prepare your 2020 tax returns. We can hear the angst in client’s voices when they ask our advisors “so, do I owe more...
Remember: Patience is a virtue Although the best investors understand the importance of patience, it is one of the most difficult skills to learn as an investor and portfolio manager. You’ll often hear the expression “patience pays off”, but what does that actually...
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it. - Albert Einstein Even in the early 20th Century, Albert Einstein knew that compound interest had the potential to change lives. It is suggested that...
We are now past the end of the third quarter in what continues to be an eventful year for not only our health, but financial markets and the economy as well. In light of all that investors have been through, we thought it might be worthwhile to briefly summarize where...
With large single day stock market moves of up to 10% or more earlier this year, some of us may have been asking the question…WHY? It is common for investors to crave simple explanations for stock market movements, perhaps searching for a sense of certainty, in a...
“In an information-intensive, fast-moving world where instant gratification is prized, I would make the case for the rewards of practicing patience” says Tony DeSpirito, Chief Investment Officer for US Equities at BlackRock Inc., one of the world’s largest...
By now we may have experienced an “official” bear market which is defined as a temporary correction in the equity markets of 20% or more. As always, at this point in the market cycle, with fear in the air…there’s lots to debate and little to resolve. There are,...
Some investors may view others moving towards a new investment idea as a “rush” and a great chance to cash in on a hot new industry. The classic investor emotion of “fear of missing out” has yet again taken control of those looking to invest in the soon-to-be...
The more we watch the media the more important it is to remind ourselves of what constitutes proven investment truths. We would like to give credit to an article by Ben Carlson at www.wealthofcommomsense.com for putting together 36 investment truths that serve as a...
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Given the events that have transpired over the past few weeks, it seems like a good time to pass along a friendly reminder that changing your investment plan based on emotions and market conditions...
Planning for retirement can feel overwhelming, especially when trying to figure out how much you really need to retire comfortably. While there’s no single answer for everyone, a few key benchmarks...