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Our Insights, Blogs
& Publications

Market Update: Q3 2023 Thumbnail

Market Update: Q3 2023

he markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen.

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Market Update: Q3 2021 Thumbnail

Market Update: Q3 2021

One of the best examples of eternal optimism is author J.K. Rowling’s success story. Her original Harry Potter novel was rejected 12 times before it was published. Despite these setbacks, Rowling never stopped believing in her idea. She was ultimately rewarded for her perseverance, and more often than not, investors are rewarded for their optimism...

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2020, so far Thumbnail

2020, so far

In times of unusual volatility, you may sometimes feel an impulse, large or small, to push the panic button. But panicking often leads to wrong decisions. Talk to us. We can help you determine how to weather the turbulence — it’s what we do.

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Falling Markets – Insights From a 20-Year Veteran Thumbnail

Falling Markets – Insights From a 20-Year Veteran

I began my journey as an investment advisor in the waning months of 1999, just in time to experience the dot-com bubble bursting in 2000. Then in September 2001 the markets plunged on 911, just to rise into 2002 and then shave off almost 4 years of growth. The correction of the century, the Great Financial Crisis of 2008 saw a steady decline of 50% off global stock markets. There was the bear market of 2011 which quickly stripped 20% off the S&P 500 and then 2015 over a few short months $10 trillion dollars was wiped off of global markets. The most recent correction was in the last quarter of 2018 with almost 20% being taken off the markets leading into Christmas.

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Has the Market Caught the Corona Virus? Thumbnail

Has the Market Caught the Corona Virus?

Has the Market Caught the Corona Virus? With news of the corona virus spreading outside of China, US markets (S&P 500) dropped more than 6% over Monday and Tuesday’s trading sessions, and erased more than $1.7 trillion of its value. This marks the largest 2-day drop since the flash crash of August 2015, and is the catalyst behind this update to our 2019 Investment Fire Drill note.

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