August 18, 2020
Second Quarter 2020 This comedically profound and famous quote has been attributed to physicist Niels Bohr, movie mogul Samuel L. Goldwyn, and the usual pithy quote suspects Yogi Berra and Mark Twain. No matter who coined it (most likely a Danish proverb used by Bohr), investors are certainly experiencing its truth in real time as…
March 4, 2020
By Arthur G. Swalley, CIMA®, founding partner and Director of Investments Over the past 10 days, US markets have come to the realization that COVID-19 is going to have substantial negative economic impact, resulting in a 13% decline in the S&P 500 index from the market peak, and a 4.6% rebound on March 2. Volatility…
March 3, 2020
The uncertainty surrounding the spread of the coronavirus is unsettling on a human level as well as from the perspective of how markets respond. Amid the anxiety, decades of financial science and long-term investing principles offer guidance. The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around…
January 10, 2020
Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin! To help ease the burden, we rounded up the financial experts to weigh in with their best tips for millennial homebuyers….
July 29, 2019
The past twelve months have seen a marked increase in volatility, with Fed actions, recession fears, and tariffs sending markets from record highs to a bear market (20% decline) from September to December 2018. 2019 began with a massive rally which approached recent highs, followed by quick bouts of selling which neared 10% correction levels….