It’s a funny thing, momentum. Some investments can have absolutely no momentum at all for years, then suddenly turn around and produce some very strong performance numbers. At the same time, some other investments will have years of consistent out-performance and then, seemingly overnight, crash and burn. More often than not, these behaviors happen to…
Economic and Investment News Bits Just 56% of eligible Americans voted in the 2012 presidential election. For younger Americans aged 18-24 only 38% of them voted. 70% of Americans aged 65 or older voted. If this occurs in 2016, consider how it might affect the outcome. (Source: Census Bureau) U.S. retirement account assets reached a…
October 2016 Financial Markets Summary Why have interest rates been so low? Despite predictions to the contrary, the third quarter ended with virtually all market sectors in positive territory. Emerging market stocks have out-performed domestic and developed international stocks in a big way this year. Although there are always potential downsides, Guild Investment Management notes…
United Kingdom voters chose to leave the European Union one month ago on June 23rd. Panic immediately spread across the world as people extrapolated this decision into what they expected to follow. Talking heads suggested this would cause a worldwide recession. SELL, SELL, SELL! Some investors actually followed this advice, as it caused the S&P…
March Madness or Market Madness? Think you can pick the perfect bracket or the perfect investment strategy this year? There doesn’t seem to be a clear front-runner for the tournament nor the markets. The 2015-2016 NCAA season was rather strange where Top 10 teams suffered 74 losses, the most since the Associated Press launched their…
As a person, managing my own emotions can be challenging. Understanding the environment around me is difficult. As an advisor, managing client emotions and expectations while balancing their wants vs. needs is daunting at times. Not because clients are hard to work with, but because I cannot always impute their emotions into my recommendations. Portfolio management is…
