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2021 Second Quarter Market Update- Let's Talk About Inflation Thumbnail

2021 Second Quarter Market Update- Let's Talk About Inflation

Following an explosive 9 month run, small cap stocks slowed their pace of growth allowing large cap stocks to nearly close the gap for the year. Meanwhile, international markets underperformed U.S. markets. This is not surprising. To many other nations, the U.S has had a fairly productive vaccine rollout and therefore many components of the U.S. economy are back to a semblance of normalcy. As international stocks become even cheaper (relative to U.S. stocks), at some point that may present investors with an opportunity.

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How to Enjoy Retirement and Still Provide a Legacy Thumbnail

How to Enjoy Retirement and Still Provide a Legacy

For retirees that wish to truly enjoy their retirement but still want to provide a legacy, setting priorities and finding a balance will be key. Most would agree that ensuring one's stability in retirement should be the top priority. The first step to ensuring you can enjoy retirement is to make sure you have enough money saved in the right type of accounts to make this happen.

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2021 First Quarter Market Update- Small Caps and Big Comebacks Thumbnail

2021 First Quarter Market Update- Small Caps and Big Comebacks

For a long time, many of our portfolios have had a slight bias towards small cap stocks (stocks with a total market value under two billion dollars). Sometimes this bias helps performance and sometimes it hurts. We believe that over the long term, in exchange for a small amount of additional risk, small cap stocks will provide better returns than their large cap counterparts.

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The Illusion Of Diversification Thumbnail

The Illusion Of Diversification

Don’t put all your eggs in one basket. I have no idea where that idiom originated from but it is perhaps the best and simplest way to describe diversification. Instinctively investors know they should diversify their portfolio and most do this. Having looked at hundreds, if not thousands, of portfolios, I can tell you that diversification amounts to more than just owning multiple funds. A common mistake that investors make when trying to diversify their IRA or 401k is that they, inadvertently, create a portfolio that has the illusion of diversification. Let me explain.

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Market Update- Why We Bought Gold Thumbnail

Market Update- Why We Bought Gold

On January 18th, we initiated a gold position in many of our portfolios. As many of you know we are not flashy day traders. On the contrary, our investment approach has a long term outlook, is disciplined, and is built on the fundamentals of asset allocation. With that being said, we do not take a purely static approach to investing. We believe that adjustments over time are prudent and this change represents what we believe to be a prudent investment...

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2020 Second Quarter Market Update- The Recovery Continues Thumbnail

2020 Second Quarter Market Update- The Recovery Continues

The second quarter of 2020 will make history as will the first quarter albeit for different reasons. As we all painfully remember the Q1 marked nearly unprecedented volatility in the markets as the world dealt with the unfolding news of Covid-19. The S&P 500 plummeted to its lowest when it fell 33% from its high in less than 5 weeks. Beginning near the end of Q1 and sprinting straight through Q2 the market has come roaring back.

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