We are pleased to introduce our newest advisor and team member, James Blake!  His full bio can be read here, but to help you learn a little more about James and his family, we’ve asked him to answer a few questions… Tell us about your family! Where did you meet your wife, Becky? What brought… Read More

2019’s third quarter was another wild one in terms of volatility in the markets. July gave us a promising start as US stock markets set new all-time highs early in the month. August was less favorable to the US investor. It started with escalated trade war rhetoric between President Trump and China, and then the… Read More

Market days like the one we had yesterday can be scary. At its low point, the S&P 500 was down 3.7%; the equivalent of a 993 point drop in the Dow Jones Industrial Average. It was the first time we’ve had a drop of 2.5% or more in a day since the fourth quarter of… Read More

All in all, the second quarter turned out to be a good one for stocks. The S&P 500 was up 4.3% on a total return basis (including dividends), but it wasn’t easy getting there. The index initially continued its first quarter run higher, eventually setting a new high on May 3rd thanks to a first… Read More

Dalbar, a firm that has been analyzing investor returns based on cash flow data from mutual funds since 1994, recently reported that the average investor lost twice as much as the S&P 500 in 2018. Their latest Quantitative Analysis of Investor Behavior report estimated that the average investor lost 9.4% during the full year. This… Read More