Staying Invested

Staying Invested

  If we could choose a near-perfect example of why we harp on staying invested and remaining committed to an investment strategy that’s rooted in academic science, it would be the returns that equities experienced during January 2019. After a terrible 4th Quarter in 2018, most global equity benchmarks roared back from their holiday blues. […]

When Markets Drop

In the next couple of weeks, investors will begin receiving October portfolio statements from their custodians and may ask themselves what to do when markets drop. If you’re like most investors, you usually don’t take the time to check your account balances daily, online or through your mobile app, but rather only decide to look […]

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and news headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. News headlines from the ”lost decade”1 can help illustrate several periods that may […]

Sailing with the Tides and Winds

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark […]

Where There’s a Will, There’s a Way

We’ve all heard this phrase: where there’s a will, there’s a way. It’s typically said during difficult moments where success seems almost impossible; almost as if to say my determination will be enough to get through this trouble. When we die, our troubles disappear for us…but not for those we love. Our loved ones inherit […]