Insights
Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
Archived Articles
Stock Performance After Recessions
April 23, 2020
Is There Light at the End of the Tunnel?
Early economic data illustrates that the U.S. economy is already in recession, and this data point is echoed by market consensus.  There are many predictions as to the "letter shape" of this recession (V-shaped, U-shaped, ...
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The Importance of Staying Invested
April 7, 2020
Hindsight is 20/20. Looking forward is tough.
It's only natural to feel that it would be smart to sell and avoid drawdowns, maybe wait for the dust to settle, and then get back into equities when the skies clear.  Even when hindsight convinces investors that they knew what ...
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The Coronavirus Stimulus Package
March 27, 2020
Changes to Retirement Accounts Adding Flexibility for Investors
Today President Trump signed into law a new bill that provides over $2 Trillion dollars of stimulus to the United States economy and provides some important flexibility for investors. Unique Changes to Retirement Account Rules...
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Crises and Long-Term Performance
March 25, 2020
A Long-Term Perspective
Crises occur.  Sometimes they are predictable due to a buildup of excesses (e.g., The Tech Bubble circa 2000 and the Global Financial Crisis circa 2007-2009), and sometimes they occur due to unforeseen and unpredictable events.  T...
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Stock Market Contractions and...
March 20, 2020
Endurance Has Paid Off
There have been 8 market contractions and expansions since 1973 with declines over 10%. In this 9th contraction, we don't know when things will improve, but we can see from the chart that investors that maintained confidence and...
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Downturns and Recoveries
March 17, 2020
The U.S. Market Recovery after Financial Crises
If you are an investor, the current market volatility is certainly front of mind.  Today we share a Morningstar® graph illustrating the amazing recovery of the U.S. Markets after past financial crises. U.S. Market Recovery A...
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Update on COVID-19
March 13, 2020
March 12, 2020
You may be asking yourself how do I weather the storm we are in today? Our answer is simple. Stay calm and invest wisely. With the equity markets having their biggest one-day decline since 1987, we wanted to give you an update on...
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Risk Aversion – Is It a Fad...
February 27, 2020
The Spreading Concerns from the Coronavirus
With all of the angst appearing in the financial markets, the Coronavirus (COVID-19) has finally made its mark in history as probably one of the most talked about subjects on social media. We have read quite a bit about the...
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