Q1 2020 Market Commentary

April 9th, 2020  // Recommended Reading

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

March 27th, 2020  // Recommended Reading

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

When you sell during a panic you may miss the market’s best days

March 24th, 2020  // Recommended Reading

Bank of America said to “avoid panic selling,” since stocks’ best days usually follow the worst. Read more here: https://www.cnbc.com/2020/03/07/when-you-sell-during-a-panic-you-may-miss-the-markets-best-days.html

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

March 20th, 2020  // Recommended Reading

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

March 20th, 2020  // Recommended Reading

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

Recent Market Volatility

March 17th, 2020  // Recommended Reading

Dollar Through Time

March 17th, 2020  // Recommended Reading

Here’s a great video for some perspective. Dollar Through Time 2019 – Buckingham Wealth Partners

U.S. Returns Following Sharp Downturns

March 13th, 2020  // Recommended Reading

You, Your Investments, and the Coronavirus

March 5th, 2020  // Recommended Reading

The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it… Read More

Monthly Investor Newsletter

March 5th, 2020  // Recommended Reading

Monthly Investor Letter- Feb. 2020

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