As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental biases, we help our clients identify and… Read More

Wow – what a difference a few weeks can make! Our prior market commentary (written at the beginning of January), entitled The Case of the Missing Volatility, became very prescient a few short weeks later. It discussed the abnormally low level of volatility seen in the market for 2017. As we saw the end of… Read More

“The markets take the stairs up and the elevator down.” While this saying may be over-used, it helps to convey the speed at which markets can seem to turn against you. After volatility held near record lows over the past year, we saw two days last week where the DOW was down over 1,000 points. It’s a… Read More

“Market Crash, DOW drops below 24,000.” Strange headline. How differently would we feel if we only knew the market price once a year. Allow me to round to the nearest thousand points and the nearest weekly number on the Dow in roughly this week of February going back to 2008. We just officially start our… Read More

For those of you not watching the headlines today, US and global markets have dropped fast and significantly in a way that reminds us of 2008 and 2009 – but without any of the same general concerns. As market moves of this magnitude can raise investor concerns (and emotions), we wanted to share a few… Read More