BLOG
Recent news and insights from the team at Arlington Financial Advisors.
Never a Dull Moment
February 8, 2021
2020 Fourth Quarter Investment Commentary By Arthur G. Swalley, CIMA®, Director of Investments Sharing a quarterly investment commentary has the advantage of being able to have some perspective on recent events, but the disadvantage of being overwhelmed by the sheer volume of them. Looking back over the end of 2020 and the first month of…
How did 2020 work for your finances?
January 26, 2021
By Joseph R. Weiland, CFP®, Managing Partner How did 2020 work for your finances? Was this a terrible year or was this a transformative year moving you closer to your goals? While most people think that the answer depended upon what industry you work in, it is simpler than that. The more important question is,…
Choose your Financial Life.
October 1, 2020
Authored by Joseph R. Weiland, CFP ®, Managing Partner I have lived only one financial life. I have coached and mentored hundreds and witnessed, with no knowledge of the details, thousands. There is a difference between living your financial life and seeing others live theirs. While living our lives, we get caught up in our…
From the Investment Desk “It’s difficult to predict, especially the future.”
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…
Investment Commentary, COVID-19 Edition
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…
The Coronavirus and Market Declines
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…
The Gift of Self-Reliance
February 6, 2020
Authored by Joseph R. Weiland, CFP ®, Managing Partner I was at a party last evening with a group of fascinating people from varied backgrounds. The conversation was lively, from art and architecture to jokes and tricks. At one point, it came up that I am a Certified Financial Planner™ and one of the guests…
The Ultimate Tips for Millennial Homebuyers
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….
Range Bound Markets
November 12, 2019
Third Quarter 2019 — Arthur Swalley, CIMA The increase in volatility in both stocks and bonds which began in 2018 continued in the third quarter of 2019. Long term interest rates around the world continued their dramatic fall. Stock markets remained range bound with rapid short-term swings fueled by quick reactions to rumors about trade…
Why are recessions good for the economy?
August 20, 2019
by Joseph R Weiland, CFP®, Managing Partner We are hearing a great deal of noise about the looming recession lurking around the corner. If you are not worried, you clearly have not been listening to enough media. T.V., Radio and the internet are afire with tales of inverted yield curves and global collapse. Recessions are…