We have spoken to many clients in recent weeks that are scratching their heads trying to make sense out of the stock markets having such a great year in 2020, against a backdrop of a once-in-a-century global pandemic that...
Read More
Market Update: 2020 Year in Review The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people,...
With the November election just around the corner, you are starting to hear opinions about which presidential candidate will be better for the financial markets. Spoiler alert: the financial markets don’t really care. Stay invested my friends! “One-size-fits-all”...
No matter which side of the aisle you sit on politically, you are probably concerned about the potential impact the upcoming presidential and congressional elections will have on the financial markets. Over the decades of my career, I’ve seen...
Global stocks markets posted mixed results in the third quarter of 2019, continuing the bumpy ride from the second quarter. A positive July turned into a tumultuous August before rallying to near all-time highs in by the middle of...
(Image: Chris & Jennie on top of Half Dome) Investing Lessons from the Trail Over the long Fourth of July weekend, I hiked Half Dome in Yosemite with my wife, Jennie, and a few friends. The 17-mile roundtrip hike...
Market Update: Second Quarter 2019 After a rollercoaster second quarter, stocks ended the first half of the year on a positive note. The quarter began with stock prices continuing to recover from the brutal final month of 2018....
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...
Market Update: First Quarter 2019 It seems like just yesterday that stock markets across the globe were in freefall, with the Dow Jones Industrial Average falling 500+ points a day for what felt like days on end. The...