Where’s the Value? – Third Quarter 2018
From 1928–2017 the value premium in the U.S. had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the U.S. has been negative. This has prompted some investors to wonder if such an extended period of underperformance may be cause for...
E + R = O, a Formula for Success – Second Quarter 2018
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. “The important thing about an investment philosophy is that you have one you can stick with.” David Booth Founder and Executive Chairman...
Sailing with the Tides – First Quarter 2018
Embarking on a financial plan is like sailing around the world. The voyage won’t always go according to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a...
Recent Market Correction – Fourth Quarter 2017
After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From January 27 to February 8, the U.S. market (as measured by the S&P 500 Index) fell more than 10%, marking the first stock...
Key Questions for the Long-Term Investor – Third Quarter 2017
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but...
Stock Investing at All-Time Highs – Second Quarter 2017
As stock markets, once again, continue to hit all-time highs, investors take this news not with celebration, but with trepidation. Modern stock markets have been worrying investors with new highs since they were created several centuries ago. For example, in 1955, Benjamin Graham, the great...
The unpredictability of markets became evident in 2023, as The Wall Street Journal aptly reported: “Almost no one thought 2023 would be a blockbuster year for stocks. They could hardly have been more wrong.” As we step into the new year, it brings the opportunity to reflect on the intricacies of the equity markets, not…
Contemplate how invaluable your steadfastness is to those you love and care for. This is the gift you give.
As we find ourselves at the midpoint of the year, it’s an opportune moment to reflect on the long-term journey we’ve embarked upon together in the realm of investments. The financial landscape has unveiled its latest chapters, and I am pleased to share our insights and observations with you.
With increasing anxiety, many investors are eyeing their portfolios for exposure to regional banks. When financial headlines cause worry, focus on your investment plan instead of rummaging through your portfolio for investments to sell.
The year 2022 was tumultuous for the investment world, filled with uncertainty that tested investors’ mettle. Despite these challenges, the central theme of 2022 was the ultimate heroic act of standing fast in the face of economic and inflationary uncertainty.
The market has rebounded from its October lows. Whether the bottom is now or another 20% down, here are a few things to keep in mind.
Selling one’s quality equity portfolio into a bear market has historically been the best way to derail any chance for lifetime investment success and reaching your financial goals. Here are ten lessons to remember during periods of volatility that can help you stick to your well-built plan.
Leading financial headlines are inflation, recession, and the potential depth of a bear market. This article will address inflation’s impact on the chances of a recession, the correlation between recessions and stock market valuations (measured as the S&P 500 throughout the article), and market timing in the face of a recession.
Evidence-based investors build and manage their portfolios based on what is expected to enhance future returns and dampen related risk exposures, according to the most robust evidence available.
Managing for tax-efficient investing is just one way we help families reduce their lifetime taxes. We also help integrate all of the strategies into your broad financial interests.