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Why it is better to lose small than win big

Imagine this: the year is 2014 and your diversified investment portfolio is earning a measly 7% while your neighbor Joe’s S&P 500 index is up over 14%(1). As if that wasn’t enough, Dianne, across the street made a risky decision to buy airline stocks and she’s all but doubled her investment (2)! So what gives? You’ve hired a financial advisor, and they don’t seem to be keeping up. This is the plight of many investors, but when is the last time Joe and Dianne came to your door to tell you about their big loss?

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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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Market Update: Reopening the Economy

"Did you think three months ago that by the end of April the world as you know it would have changed drastically? That has become a reality for most people amidst the Coronavirus Pandemic and the drastic measures taken by federal, state, and local governments in an effort to protect the population. With so many people making huge sacrifices to protect their businesses and their families, at what point can we expect some normalcy?"

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Market Update: Why Do Stocks Rise on Bad News?

"I’ve had friends call me in recent weeks asking “Why in the world is the stock market up. Did you see the unemployment number?”. In case you are not aware, the number of new jobless claims is released each Thursday at 8:30 am EST. The last four weeks have been truly devastating. So why has the market responded positively or at least not horribly to record-breaking news of the terrible variety?"

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2020 First Quarter Market Update -“Nothing new under the Sun”

"From a financial standpoint, the government's response to COVID-19 has been quick and dramatic, to say the least. The federal reserve has slashed interest rates and has committed to “unlimited” asset purchases. Additionally, the bipartisan “C.A.R.E.S. Act” was passed on March 27th which will provide $2.2 trillion in stimulus. The Federal Reserve, State Governments, and the Federal Government seem ready and willing to do whatever it takes to ease the pain of this Pandemic. All of this effort and stimulus combined with the fact that the stock market has proven to be resilient leads us to believe humanity and markets will emerge from this pandemic all the wiser."

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