It’s natural to feel concerned when you see the value of your investments or even the world change rapidly. Think of everything we have been through over the past five years! However, emotional reactions to market changes can lead to poor financial decisions...
Patience has been the key so far in 2025. In reality, patience is always the best practice when it comes to investing, but understandably, the first four months of the year tested many people's patience. Thankfully, things have recovered...
Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s downturns in the markets that separate great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market.
I love a good story or analogy as much as anyone, but with everything going on right now, I feel it's best to just get down to the brass tacks. I want to share how markets are doing and that FSG is being proactive. I think many may be surprised to find out that their accounts are doing much better than anticipated given the news cycle.
At the beginning of last year, I wrote that 2023 will be remembered as a banner year. I could say the same for 2024. Markets rallied once again; however, this past year differs from 2023 in one important way...
Markets continued their banner year in Q3, albeit with some bumps and major rotations. Noticeably, investors preferred small-cap, mid-cap, and emerging market stocks over the dominant force of the “big US tech” stocks...
I often field this question from clients around election season. I find that everyone has different motivations for it, as well. Some clients are understandably concerned about their retirement savings being negatively affected by a change (or sometimes a continuation) in leadership. However, almost equally, other people are excited about the growth opportunities and policy changes that a presidential election could bring.
Domestic large and mid-sized companies led total returns in the last twelve months and through the initial two quarters of 2024 (although emerging markets were about 1.6% higher than mid-sized companies on a year-to-date basis). Large companies generated a positive total return in the second quarter with mid-size and small companies contracting a couple percent, but on a year-to-date basis all three categories have generated positive total returns...