Déjà Vu All Over Again

Déjà Vu All Over Again Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize...

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The Happiness Equation

The Happiness Equation As an investor, your happiness depends on having realistic expectations about returns and viewing market events in proper context. These two factors can drive your sense of financial well-being and influence the financial outcome you...

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When Financial Advisors Go M.I.A.

The fourth quarter of 2018 once again reminded all of us that the financial markets can be very inhospitable places from time to time.  These are the times when investors often need the most assistance–managing their emotions, thinking logically,...

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Market Update: Fourth Quarter 2018

A turbulent fourth quarter for global equity markets capped off a year to forget for investors. We started the fourth quarter with the S&P 500 and Dow Jones Industrial Average just off their all-time highs. Unfortunately, October began with...

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