Tag: Investment Planning

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November 23, 2022
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For Investors, Thankfulness Is Relative

Normally, an inflation reading of 7.7% is not good news. But things have not been normal for some time. Reported inflation for October was 7.7%, and in a backward way, that turned into the best news of the year. The S&P 500 was up 5.5% that day, which was its best one-day return of the entire year. It doesn’t take much good news for market returns to improve when the lows have been baked in.

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November 17, 2022
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Row, Row, Row Your Boat

The last 18 months have witnessed a return to normalcy among some diversifiers – small-cap value, energy stocks, and managed futures, to name a few. Others have been flipped on their heads entirely – hello, bonds! Yet one area has remained consistently disappointing from one decade to the next: unhedged exposure to international stocks from the lens of a U.S.-based investor.

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November 9, 2022
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Politics and Investing: Like Oil and Water

Now that control of the House and Senate hangs in the balance, there will be no shortage of predictions about how the outcome of the midterm election may impact financial markets and the economy. Investment research analyst Daniel Noonan looks at the historical data.

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November 4, 2022
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Revenge of the Old Economy

The combination of undervaluation, underappreciation, and a potentially heightened period of demand could create an environment where “the old economy” is here to stay.

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October 17, 2022
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Amid Market Turmoil, Focus On What You Can Control

Our patience with the stock market is being tested and we all have questions no one can answer. When will inflation come down? Has the stock market hit bottom yet? How much higher will interest rates go? Are we in a recession? We do, however, know from history that difficult periods set up good opportunities on the other side.

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October 11, 2022
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Goalposts in Motion

There’s a reason we can only name a handful of legendary NFL kickers off the top of our heads – they’re rare. Not a lot of household names in the bunch. And that’s not a knock on the lot of them. It takes an incredible amount of natural talent and hard work to even make it to that level.

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October 6, 2022
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The Bond Market – Where We’ve Been and Where We May Be Headed

The unfortunate truth about markets is things often get very ugly before they get pretty. But difficult periods can set up opportunities on the other side.

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September 22, 2022
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“Well, It’s a Bear Market, You Know”

Making good investment decisions is only part of the battle; every investor must be able to survive bear markets. You don’t have to like them, but you must be able to tolerate them.

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September 22, 2022
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Who ARE Those Guys? A Brief Look at the Federal Open Market Committee

For the last year, we’ve heard a great deal about a group called the Federal Open Market Committee, or FOMC. But if you work outside of the financial industry, you may wonder who they are and what they do.

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September 14, 2022
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This Week’s Market Mantra: Keep Calm and Carry On

How do we stay on course when the economy appears to be in freefall? Perhaps we can borrow a slogan that our neighbors across the pond invented just before World War II. The British, known for having a “stiff upper lip” in the face of adversity, simply tell themselves to “KEEP CALM AND CARRY ON.”

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September 13, 2022
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Back to School

The long-term effects of the pandemic and the associated fiscal and monetary response have led, in many ways, to unprecedented times in financial markets and the broader economy. This leaves investors in unfamiliar territory.

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September 13, 2022
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Guide: Maintaining Your Sanity During Market Volatility

We created this guide to serve as a compass to help point you in the right direction when the markets get rough and your emotions run strong.