The World Usually Doesn’t End

This is important, so please read. Remember this chart from our recent blog A Timeless Lesson – Don’t Miss the Forest for the Trees? Well, there is another chart below that goes along with it.  It is a graphic of the portfolio declines experienced along the way. Since...

Staying Focused Through Chaos

As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test.  On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...

Russia – Ukraine

The events of the last few weeks are certainly unsettling, but unfortunately not unprecedented.  Whether we are talking about Iraq’s invasion of Kuwait, the start of the Korean War, the Cuban Missile Crisis, or Pearl Harbor, a similar pattern of reaction in the...

Highlights of The American Rescue Plan Act of 2021

On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the highlights we...

25 Years Ago

“What can we expect out of the stock market next year?” This question is posed regularly by investors, trying to get an edge on where the stock market might go tomorrow. While most hope this will bring some sense of clarity to an investment strategy, it is merely a...