Planning matters

Does Diversification Still Work? The Short Answer is Yes.

While we’re not certain when the market will change course, this bear market, like all prior bear markets, will eventually end. Until then, a diversified portfolio is still a solid strategy for navigating the current turbulent market. In the third quarter, we experienced volatile financial markets and further year-to-date declines. The key causes for these…

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A Brief Explanation of the GameStop Trading Fiasco

If you’re confused about why GameStop stock has dominated the financial news cycle in the last few weeks you’re not alone. A year ago GameStop stock traded around $5 per share, late last month it went as high as $483.  Like a lot of financial markets phenomena, there isn’t just one root cause underlying the…

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Predicting the Unpredictable

We’ve heard quite a few questions from clients about why the market is doing so well right now. Many feel that the stock rebound is overdone, or that the run-up can’t possibly continue, or that other events could cause a retest of the March lows. These are valid concerns, but unfortunately, there aren’t clear-cut answers…

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A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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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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