Skip to content

“Math is Math” – Reviewing Q2 2022

Disciplined investors view a bear market as a great opportunity to invest available cash into stocks trading at deep discounts. But those who fled the market in early 2020 struggled with staying disciplined. Their fears, emotions, and worries about a very uncertain world got the best of them. These same investors are likely not viewing the current stock sell-off as a buying opportunity. As we like to say, “Math is math” and perhaps it really is an opportunity for many of us given these lower prices.
Continue Reading

A Better Way Than Indexing

Imagine ringing in the new year in New York City’s Times Square with a million of your closest friends. Shortly after the ball drops, everyone is ready to leave—at the…

Continue Reading
Black And White Picture Of A Rollercoaster

A Cycle of Investor Emotions

In times of unimaginable suffering such as the Ukrainian people are experiencing at the hands of their Russian invaders, it can feel cold-hearted to consider such crises from a financial…

Continue Reading

2021: How High is Too High?

Stocks surged in 2021, continuing their torrid recovery from the pandemic-fueled sell-off in February and March 2020. Since bottoming out at 18,591 on March 23rd, 2020, the Dow Jones Industrial…

Continue Reading