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 Uncertainty Paradox – First Quarter 2017
Doubt is not a pleasant condition, but certainty is an absurd one. —Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot...
The Power of Markets – Fourth Quarter 2016
In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations...
Presidential Elections and the Stock Market – Third Quarter 2016
Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market...
“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.