The Gold Rush?
History has shown that over long periods of time, gold has often failed to outpace inflation, even before considering fees.
This Too Shall Pass
As advisors and professional investors, we hold vivid memories of the times when markets are volatile and bear markets ensue.
What Should You Do About A Recession?
We explore what is a recession, how the US stock market has performed before and after a recession, and how an investor can prepare for recessions.
Inflation Protection Through Series I Savings Bonds
Series I Saving Bonds provide many of the benefits of TIPS, but may be even more beneficial during times of heightened inflation.
What Is Driving Inflation, And What Can You Do About It?
Global stock and bond markets have been tested by inflation many times in the past, and these markets have historically demonstrated their resilience in providing returns higher than inflation over time.
History Is Merely A Lot Of Surprises
I would suggest that hoping things get back to “normal” would be inconsistent with history, and that moving optimistically forward in spite of fear, uncertainty, and doubt has been rewarded in the past.
What Makes A Great Investor?
In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?
Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?
To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.
Structured Notes - Caveat Emptor! Buyer Beware!
We summarize structured notes as well as detail concerns we believe investors should understand before investing one penny.
Market Corrections & Market Highs
We believe that trying to time when to get in and out, or what to buy and sell, represents little more than gambling.
The Fed Poked The Bear
Rising interest rates are not always a bad thing. As interest rates move higher, the drop in value can be concerning, but in the longer-term, higher rates mean higher expected returns for investors, as bonds begin to produce more income.
The Certainty of Uncertainty - Your Investments During Geopolitical Events
On the conflict in Ukraine, how that may impact investment markets, and what you can control within your investment portfolio.
The Growth of Real Estate
As anyone who was looking to purchase or sell a home in 2021 knows, the US real estate market grew a lot in value in 2021. Will this continue?
What's Happening With The Chinese Stock Markets?
China has been growing rapidly from an economic perspective. So what’s happening with the Chinese stock markets?
There's Always Something To Worry About
There will always be something to worry about, but with the right portfolio design and disciplined approach, you can whether almost any storm.
The Topic That Keeps Rising To The Top: Inflation
Before worrying too much about runaway prices and the inability to pay the rising costs, we believe it’s important to look at a few underlying factors.
Why Do Investors Underperform?
We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.
What You Need to Know Before You Invest Your Money
Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.
Are Stocks Riskier Than Bonds?
You have probably heard the saying, “Stocks are riskier than bonds.” While the logic makes sense, are stocks actually riskier than bonds?
The Case For International Diversification
While history has shown that US stock markets have handily outperformed international developed markets in nine of the last eleven calendar years, we may be due for a sea change.