Video of the day – Dimensional on Volatility

Check out this short piece from Dimensional Fund Advisors explaining why investors should view market declines as part of the nature of investing.      

March 15th, 2018|

Today’s Clip: Things you CAN control in your Investment Portfolio

There are periods of good and bad in the stock market, but it is by far the BEST investment option we have. Understanding that the price of a stock is driven to fair value by the intense competition of companies and investors, allows us to focus on CONTROLLING what we can: RISK, FEES AND DIVERSIFICATION. Click on the video image below to watch this short clip about focusing on the controllable things, and the importance [...]

February 27th, 2018|

The Stock Market Sell Off…Will it Continue?

The U.S. stock market sell-off continued Monday with the Dow Jones Industrial Average suffering its biggest one-day point drop in history, plunging 1,175 points. The market gave back its 2018 gains as a flash-crash-style drop intensified a free fall in stocks that began last week. That leaves many investors worried and wondering what to do. Our firm is watching this situation very closely for our clients. Why is this happening? The stock market is still in midst of a [...]

February 6th, 2018|

As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the "January Indicator" or "January Barometer". This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if the return of the S&P 500 in January is negative, this would supposedly foreshadow a fall for the stock market [...]

January 30th, 2018|

Quarterly and Annual Market Review for Q4-2017

Click on the link below for a detailed analysis of quarterly and annual performance of the global equity and fixed income markets. CLICK HERE TO READ THE 4th QUARTER 2017 -  QUARTERLY/ANNUAL MARKET REVIEW

January 8th, 2018|

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it. Instead, cryptocurrencies are a form of code made by computers and stored [...]

December 22nd, 2017|