Inflation was the Story of 2022; What Does 2023 Hold for Long-Term Investors?
Investing in 2022 was tumultuous for almost all investors. However, investors with diversified portfolios holding value-oriented equities, shorter-term maturity bonds and some commodities avoided a degree of downside last year. So, what can we expect for 2023? Every major asset class, except for cash and commodities, finished the year down over -10% with several parts…
Read MoreDoes 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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