Stock Market Bubbles are Inevitable – Are You Prepared for the Next Burst?
In addition to this commentary, we would like to extend an invitation for you to join us on a live video feed where we will discuss the attached article and answer any questions in real-time. Watch the video discussion about this article here. It was our second week of remote work, COVID-19 had just […]
Counteract Inflation with Your Financial Assets
Key Takeaways Inflation in October 2021 was 6.2%, the highest in nearly 30-years. From 1914 to 2021, average inflation in the U.S. has been around 3.2% and the average return of the market (i.e., S&P 500) has been around 10-11%. While not without risks, investing in equities is a tested long-term hedge against inflation. […]
Behavioral Finance and Asset Allocation
Summary Points: An emotional investor is very likely to make poor decisions over his or her financial life. Various experts (DALBAR, American College, etc.) have done in-depth studies to measure exactly how investor returns have lagged overall market performance. Measuring this behavior over an extended period for an “average investor” has proven difficult. The exact […]
End of Year Financial Planning
As we officially enter the month of November, it is hard to believe that Thanksgiving is just three weeks away. Hopefully, this year brings back the celebration of holiday traditions and family gatherings. However, before the sugarplums start dancing, we need to stay diligent and focus on year-end planning to ensure we are making sound […]
