Tag: Investment Management

Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, [...]

By |2019-07-18T22:02:41+00:00July 18th, 2019|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2019

Quarterly Review – First Quarter 2019

In our fourth quarter letter, we advised clients to remain invested in the market despite the temptation to sell and go to cash. Since that time, the S&P 500 recouped much of the fourth quarter sell-off and closed the [...]

By |2019-06-20T18:07:50+00:00April 24th, 2019|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2019

Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

This may surprise you, but humans are not always rational in how we make financial decisions! In the past, economists thought that humans only looked at financial issues from an entirely rational perspective. However, in more recent years, a [...]

By |2019-07-15T14:33:40+00:00March 27th, 2019|Blog|Comments Off on Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

Quarterly Review – Fourth Quarter 2018

Seven words describe the 2018 equity markets:  An escalator up and an elevator down!  The fourth quarter of 2018 proved to be challenging with the S&P 500 retracing more than it gained during the first nine months of the [...]

By |2019-02-19T19:48:47+00:00January 28th, 2019|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2018

Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between [...]

By |2018-10-23T20:49:49+00:00October 19th, 2018|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2018

Investment Correlations Are Changing: What You Can Do to Protect Your Portfolio

One of the most fundamental principles of portfolio theory is diversification. Diversification is a powerful risk management technique which spreads investments across different geographies, asset classes, or sectors. It lessens the impact any one investment can have on a [...]

By |2019-07-25T15:35:03+00:00October 19th, 2018|Blog|Comments Off on Investment Correlations Are Changing: What You Can Do to Protect Your Portfolio

Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Both brokers and investment advisors are licensed professionals who assist investors with their financial goals and objectives. Brokers are regulated by the Financial Industry Regulatory Authority (FINRA) while investment advisors are regulated by either the Securities and Exchange Commission (SEC) [...]

By |2019-07-15T14:38:18+00:00August 27th, 2018|Whitepapers|Comments Off on Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Quarterly Review – Second Quarter 2018

If you plan to drive to your summer vacation destination, it’s unlikely that you will set the cruise control at 70 mph and only decelerate upon arrival. Curves in the road, construction zones, and that slow driver that won’t [...]

By |2019-07-15T19:47:35+00:00July 23rd, 2018|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2018

Rising Rates: A Blessing in Disguise for Bond Holders

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T21:43:29+00:00April 30th, 2018|Whitepapers|Comments Off on Rising Rates: A Blessing in Disguise for Bond Holders

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with [...]

By |2018-09-27T18:53:22+00:00April 16th, 2018|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2018