Feb 22, 2024 | Investing 101
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of ‘active’ investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many...
Oct 5, 2023 | Market Commentary, Newsletters
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher interest rates are all taking a toll on investor emotions. Fear has begun to replace greed...
Apr 19, 2023 | Market Commentary, Newsletters
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities. Although stocks experienced a strong rally from October to early February, they struggled through the remainder of the...
Jan 19, 2023 | Newsletters
Investors faced a minefield of problems in 2022. The year began with the S&P 500 stock index at all-time highs. Then Russia invaded Ukraine. Oil, along with most consumer prices, continued to soar as inflation spiraled higher. In a belated response to persistent...
Oct 26, 2022 | Newsletters
This year continues to be one of the worst years for stocks and bonds combined. After kicking off the quarter with a vigorous rally, stock prices reversed direction and finished near the market low for 2022. At this stage of the current business cycle, the same...
