Market Update: Second Quarter 2018 After a rowdy first three months, the second quarter brought a little more calm to the markets. While US equities posted negative returns in the first quarter, they recovered in the second quarter...
Heroes One Day, Morons the Next… The life of a financial advisor is kind of like a roller coaster. When the markets are favorable, you are seen as a genius. When they aren’t, you’re suddenly clueless (or worse)....
Webinar: Sustainable Investing – An ESG Approach This half hour webinar from our very own Chris Hughes, CFP® discusses Environmental, Social, and Governance Investing. Chris teaches you what ESG investing is, why it no longer means sacrificing performance, and...
An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good” As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder....
If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns,...
Welcome to the installment number four in our series of Del Monte Group’s Evidence-Based Investment Insights: The Full-Meal Deal of Diversification In our last piece, “Financial Gurus and Other Unicorns,” we concluded our exploration of the formidable odds you...
Welcome to the next installment in our series of Del Monte Group’s Evidence-Based Investment Insights: Financial Gurus and Other Unicorns. In our last piece, “Ignoring the Siren Song of Daily Market Pricing,” we explored how price-setting occurs in capital...
Welcome to the next installment in our series of Del Monte Group’s Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing. In our last piece, “You, the Market and the Prices You Pay,” we explored how group...
The first quarter of 2018 was a friendly reminder that stocks can, and do, go down from time to time. For the first time in nine quarters, the U.S. financial markets delivered a negative overall return. The year started...
Ever wonder what it might be like to be an ant walking on the edge of a saw blade? Probably not, but the last couple of months have sure felt like it because of a daily change of...