Investor Letter – May 2020

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It has been said that one of the most difficult feats in all of sports is hitting a Major League curveball. Yet many pro baseball players have successfully made a name for themselves by doing just that, although you probably cannot list the game’s top three hitters. If you just tried, a name that probably… Read More

Q1 2020 Market Commentary

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Global stock markets declined to start the year and effectively erased investor gains from 2019. Both domestic and international fixed income served as a ballast to investor portfolios during the quarter. Falling oil prices, heightened market volatility, and the global spread of the COVID-19 virus all provided large hurdles to market growth. For the quarter,… Read More

Why long-term investors should never sell stocks in a panic

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During times of extreme volatility, many strategists say avoid panic selling. “The adage “keep calm and carry on” might, in the end, be the best advice for investors to follow during times of extreme market volatility such as the present. While it might seem counterintuitive to sit back and relax while stocks post swift and… Read More

Nine Points to Consider on the Outlook for Equities- Larry Swedroe

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Given the volatility in the financial markets beginning the week of February 20th, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is my take on those topics. At the beginning of 2020, the U.S. economy was in… Read More

Lessons For The Next Crisis

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This article from Dimensional: Lessons for the Next Crisis recaps what we have learned from past major crisis-related events. The information is very applicable to what we are experiencing right now. “It is difficult to draw useful conclusions based on such observations; financial markets have a habit of behaving unpredictably in the short run. There… Read More

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