Planning matters

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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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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