The Power of Small, Quiet Acts
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big year-end reviews and year-ahead teasers, clamoring for your current attention. Describing 2020 as an “everything rally,” One Wall Street Journal columnist wrote, “Investors ended one of Wall Street’s wildest …
Six Financial Best Practices for Year-End 2020 – Third Quarter 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond...
How to Master the Markets by Mastering Ourselves – Second Quarter 2020
Before we dive into the usual quarterly investment insights, here’s some fun trivia: Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number? We thought you could use that break from the torrent of mid-year market commentaries on 2020’s bipolar extremes. The general theme has been how quickly global markets sold off and came back...
Hunkering Down in Turbulent Times – First Quarter 2020
“What the imagination can’t conjure, reality delivers with a shrug.” —Trumbo (movie voice-over) Brace yourself. Your First Quarter 2020 report is likely to leave you feeling at least a little disheartened. No matter how much we’ve written about preparing for perilous times like these, planning for it versus actually enduring it is like watching a...
IPOs: Profiles Are High. What About Returns? – Fourth Quarter 2019
Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and Slack, and other high-profile businesses ranging from Pinterest to Beyond Meat.
The Reality of Market Timing – Third Quarter 2019
Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at parties and other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds.
“The first rule of compounding is to never interrupt it unnecessarily.”
—Charles T. Munger
As we navigate a world of shifting dynamics, it’s wise to stay grounded in the fundamentals.
I am pleased to update you on our progress in the first half of 2024. Before examining the current market landscape, it is worth reflecting on what our disciplined approach has delivered so far.
While strong market performance is encouraging, it can also trigger a less favorable response within the investment community. On the opposite end of the spectrum from selling during market downturns, some restless investors might be tempted to chase after speculative trends, no matter how closely they resemble past “Fear of Missing Out” (FOMO) frenzies.
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.