Investment returns: How optimistic should you be?

By |2021-08-04T17:50:48-07:00July 30th, 2021|Blog, Investment Management, Investor behavior, Personal Wealth|

Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities in person. It will take some time to gain perspective on the economic and social implications of the global pandemic, especially since its effects have varied among different [Read More]

History lesson: election impact on the stock market

By |2020-10-16T14:55:19-07:00October 15th, 2020|Blog, Investment Management, Personal Wealth, Staying the course|

We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020.  We know that these conditions can be beneficial for long-term investors, though it’s often hard to see this over the short-term.  Now, with the upcoming presidential election, new concerns [Read More]

The stock market is not the economy

By |2020-08-05T11:13:11-07:00July 31st, 2020|Blog, Investment Management, Quarterly thoughts, Staying the course|

The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock market, despite ongoing coronavirus and economic concerns, after Q1 2020’s 21% drop and Q2’s big bounce-back of 22% (Russell 3000). The market is up 41% from the March [Read More]

The rationale for investment manager changes

By |2020-07-25T06:31:30-07:00May 21st, 2020|Blog, Fiduciary, Institutional, Investment Management, Personal Wealth|

Sometimes we have to change the investments we hold in our clients’ portfolios. We’ve talked about rebalancing and tax loss harvesting as ways to keep portfolios’ allocation in check and lower tax bills, but what happens when a specific investment manager of a mutual fund or other vehicles needs a change? How do we decide [Read More]

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

By |2020-04-25T11:19:57-07:00April 9th, 2020|In the news, Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

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 [Read More]

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