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Articles View: Investing

January 6, 2024
Time to Reassess Your Portfolio

Market swings often prompt investors to reassess their portfolios. Instead, regular review of your portfolio is helpful to remain aligned with your financial objectives. Maintaining a regular investment program and balancing your portfolio to account for a comfortable risk level are important to the overall success of your financial strategies.

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September 13, 2023
Dynamics of a Rolling Recession

Essentially, a rolling recession is a localized downturn that hits specific areas of an economy while others remain robust. They can be challenging for investors, as well as offer opportunities. Here are tips on how to understand a rolling recession, or sometimes called a rolling bear market, and navigate the economic environment with financial resilience.

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October 10, 2022
A Stronger Dollar Has Investing Implications

World currency fluctuations mean more than calculating your travel costs. Exporters win or lose every time currency rates fluctuate, affecting corporations and your portfolio. Here’s a brief overview of how that may look in global markets, how a strong dollar may affect U.S. exports, and the pros and cons of international investing.

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May 26, 2022
Investments in Volatile Times

In this Mid-Quarter Roundtable Adam, Chris, Jason, and Kyle recap where we are at for 2022 so far, including inflation data, lower stocks, and lower bonds with rising interest rates. The team wraps up with where they see things going by the end of the year(-ish).  Along the way, they address common questions clients are asking right now.

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May 24, 2022
What Should You Do as Markets Flirt with Bears?

Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.

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May 10, 2022
How to Measure Your Portfolio in Uncertain Times

Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. Consider looking at the big picture instead to make sure your investment helps you towards your true life goals. This article helps with examples that clarify changing to a bigger perspective.

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December 7, 2021
Christmas Shopping Lessons for Investors

There’s a generational cycle that is both fascinating and important to understand as an investor. Find out why it’s important to ask yourself, “Is that investment an innovation or an improvement on an existing product?” It could explain why today’s business environment seems flush with billionaires younger than 30. It’s also helpful when you’re deciding to invest in the right new product – Facebook and not MySpace for instance.

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May 18, 2021
Seasonal Stock Returns

This May edition of the Student of the Market looks at recent stats and trends, such as value performance, fund flows, seasonal stock returns, as well as providing a quick primer on inflation.

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March 24, 2021
Celebrating Women’s History Month with Hetty

Hetty Green was easily the richest woman in the world during her lifetime. This article takes a look at her life and investing philosophy.

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