Categories for Recession

Should I Be Buying or Selling Stocks Now

March 2, 2020 10:00 am

It seems investor sentiment has quickly changed since the beginning of the year, not to mention from just about 10 days ago as witnessed by the recent stock market decline. Many argue “why” this has happened and here’s a quick look at the potential reasons: Coronavirus: Most argue this is the primary reason for the recent market sell off. Its certainly terrible what is happening across... View Article

The Great Market Plunge of 2019

January 16, 2020 10:00 am

It was in this letter exactly a year ago that we sought to provide some perspective about the steep decline stocks had just experienced in fourth quarter 2018. Over the course of just a few trading sessions in December, the Dow Jones Industrial Average declined 12%, and the Russell 2000 small stock index fell 14%. The plunge sent the major... View Article

We Struggle to Act Responsibly

November 21, 2019 8:00 am

It’s no surprise that people often struggle to act responsibly, even when they know better. They charge too much on their credit cards, eat ice cream for breakfast and skip the gym. Many of these self-control issues are driven by present bias, which is the tendency to make choices that are distorted by the prospect of an immediate reward. Here... View Article

Don’t Just Sit There – Do Something

October 10, 2019 10:00 am

It has been said that golf is an easy game, it’s just hard to play. Much the same could be said of investing. The principles of long-term investment success aren’t particularly complicated. Construct a well-diversified portfolio appropriate for your risk and return needs. Stay the course and let compounding work its magic over time. Easy, right? And yet…it isn’t. Emotions... View Article

Financial Planning Beats Market Volatility

September 19, 2019 8:00 am

In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting emotionally to volatile markets may be more detrimental to portfolio performance than... View Article

Has a Global Recession Arrived

August 21, 2019 8:00 am

Some claim that a global recession has begun following a lot of the recent economic data. Others might argue that major problems only exist overseas, and signs of any recession is not present in the United States. Regardless of who is right, we expect a recession won’t be confirmed until twelve months or longer after the fact. This is similar... View Article