Our latest thinking on today's financial markets and how investors have been reacting to them.
What’s Your Benchmark?
As more advisors embrace the moniker wealth management, the term has become so diluted that it has lost much of its true meaning.
Bull Market Problems
On August 16th, the S&P 500 Index officially doubled from the deepest depths of the pandemic. The rally has been powerful, surprising, and mostly discredited the entire way.
When Everyone Seems Crazy
When investors have different objectives, motivations, and time horizons, asset prices that look crazy to one investor can make perfect sense to another.
The Folly of Predictions
Predictions can be fascinating, terrifying, and even entertaining, just don’t let them overly influence the decisions you make with respect to your portfolio.
Finding Confidence Amongst Uncertainty
In nearly every decision - whether it be investing, business, health, or relationships - there are some factors and inputs that we can predict and control, and others that we cannot.