Planning matters

Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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Update: Coronavirus and the Markets

As the media cycle continues to be dominated with headlines regarding the coronavirus (COVID-19), we wanted to provide an update on how equity markets are reacting. We will continue to monitor events and data related to the coronavirus and reach out as appropriate. As news is released daily on COVID-19, it is easy to come…

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Coronavirus and the Markets

Earlier this week the S&P 500 and Dow Jones Industrial Average tumbled 4.4% in a single day, registering their largest one-day point drops in history. As of today, the S&P 500 was down 12% from its recent high in just six trading days. The rapid stock market correction was caused by increasing concern that the…

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Is the Stock Market a Popularity Contest or a Scale?

If one of your New Year resolutions is to beef up your knowledge around the stock market, today’s blog post is for you! We take a look at the United States financial market and whether a popularity contest or scale is a better description.  The father of value investing Benjamin Graham explained, in somewhat dated…

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Happy 10th Birthday, Economic Expansion

The United States economy is in the midst of a record-breaking economic expansion. As of July 2019 the U.S. economy has grown for 121 months surpassing the previous record spanning from March 1991 to March 2001. While this seems like cause for celebration many investors who experienced the last recession have been looking over their…

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