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]

    coronavirus

    Markets react to coronavirus: how to weather the challenges ahead

    It was a very a difficult week. As the uncertain trajectory of COVID-19 upsets both public health systems and financial markets, we see how dramatically unexpected events can affect us. Coronavirus and its economic fallout, coupled with the Saudi/Russia oil tension, have created a unique mix of anxiety that makes markets particularly volatile. We cannot know, nor… [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]

    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]

    Article library & special past blogposts

    News articles to help you and others make better financial decisions. Topics include investor behavior, smart financial choices, investor pitfalls to avoid, inter-generational wealth issues, fiduciary process, and other topics.

    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?

    Periodic table of unpredictable returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

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