Investment Management

Performance if Miss Out on Best Days

Using Discipline During Periods of Market Volatility

Last Week’s Reminder: Volatility is a Fact of Life for Investors Volatility spiked for stock markets around the world last week. Higher in the volatility in the U.S. meant that indices such as the S&P 500 US stock index fell as much as 11.8% from its peak of 2,872.87 on January 26, 2018. The last …

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Outlook Post 2016 Presidential Election

The Trump victory keeps us in the bizarro world that I described in the July Quarterly Client Letter. Expect the unexpected is the lesson for 2016. Who would have thought that the UK would vote in favor of leaving the European Union in June? Who would have thought that many developed countries would have negative …

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How to Get a Free Lunch with Diversification

The closest thing to a free lunch when it comes to managing your money is diversification.  When done properly, diversification can help you achieve what every investor wants – returns with less risk. Unfortunately, the benefits often get lost in translation when put into practice. What is Diversification? Simply said, diversification is the process of …

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Five Things to Do Before Retirement

Ready or not, retirement may be around the corner. Maybe it is coming early or long coming. Either way, it will be a time for adjustment for many people. By some estimates, 10,000 baby boomers will retire every day. Here are five things to do before retirement. Review investment portfolio and implement adjustments to reflect …

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