Uncertainties about the trajectory of interest rates, inflation and the potential for geopolitical conflicts have led the markets to drop.
COVID-19 cases are shooting up globally, and surprisingly, so is the stock market, leaving some of our clients asking, what’s going on?
The quick answer is, Presidents, whether Republicans or Democrats, have less power over the economy than widely believed.
The financial markets were all over the place at the beginning of 2020. Prices declined sharply, recovered, then dropped again. It’s called volatility, and it can make those suffering from weak stomachs feel deeply uneasy. In such an environment, it seems then almost discordant that we talk about opportunities, sometimes even encouraging some of you […]
This month, we chose a chart that illustrates the frequency of market corrections. What does volatility in the stock portfolio look like?
We want to share with you the different investment options when we’re in a downturn and we’re going to use 2008 as a case study.
In line with our mission to keep you well-informed, we would like to address some of the many questions that we have received in the past weeks regarding the COVID-19 crisis. Nader recorded our first video from his house, as our whole team is working from home. We hope you enjoy it. It’s been a […]
This month, our chart selection highlights the disproportionate gains necessary to recover from an initial loss on an investment.
At almost 4,000 days, we’re riding along on what has been called one of the longest bull market in history. And, since current market conditions appear to be changing, everyone is wondering: has the bull ended its run? Are we entering a bear market? The terms “bull” and “bear” are typically used to describe market […]
Portfolio performance is not the same as building wealth. The former helps facilitate the latter, true. But if you engage in the first and neglect the second you will likely fail to adequately preserve and enlarge what you’ve taken pains to accumulate. Today’s investment environment (the portfolio performance element) is one where exceptional returns are […]