Insights & Observations

Stay Informed

You’re busy creating your own success; to help you stay informed, we share our insights and observations regularly through our blog. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.

  • rebalancing portfolio

    Why rebalancing your portfolio in the midst of crisis is essential for long term success

    In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we’re all learning lessons that will linger on once this crisis is behind… [Read More]

    Video: Market and investor behavior perspectives related to the coronavirus

    Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an investment… [Read More]

    How we’re thinking about coronavirus

    The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell how… [Read More]

    Creating the future super savers of America: inspire the next generation to save for retirement

    Contribution by Margaret Hiller, CFP®, CPC Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, is often an overstated figure because it is the average (or mean) rather than the median and is therefore… [Read More]

    Do you suffer from investment FOMO? The periodic table of investment returns can help.

    As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the media or the unsolicited advice of friends who invested in a winning stock, you may still experience FOMO with your… [Read More]

    Lessons from a flat tire – gaining perspective on market volatility

    Is recent market volatility making you anxious? Gaining some perspective could help relieve that anxiety and ensure that you remain on track to reach your financial goals. Your financial journey is a lot like a long road trip. On your route from point A to point B, even while driving wisely, it is normal to… [Read More]

    Q3-2017 Quarterly Context Webinar

    Are market cycles getting longer? Do markets normally cool after similar stock price levels? How bad can bonds get? See this Quarterly Context video for more.

    Reality of red numbers – updated

    What’s your guess as to how many months the stock market declines or rises each year? And in bad vs. good markets?

    Are you on the right financial path?

    After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

    Q4-2016 Quarterly Context Webinar

    What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.

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