Insights

In this issue we discuss bear markets, emotions, and opportunities.

Should your plans change when markets are bearish?

Making the right moves at the right time during volatile markets.

High inflation, a hawkish Fed, and a sunken battleship. Is there anything other than bad news to guide investors?

This quarter’s sell-off has affected both stocks and bonds, even trigging a technical indicator called a “death cross”. Corrections are more common than many believe and, importantly, are part of financial planning. 

High inflation and rate hikes ahead, should investors be worried?

Now that we’ve settled into the new year, let’s do a quick review of the markets, jobs, inflation, the Fed, and lay out some big, round numbers to keep in mind as we move into 2022.

Our firm has been quoted in over 40 articles this year, including in U.S. News & World Report, Forbes, Yahoo! Finance, Business Insider, TheStreet.com, and more. Here are our thoughts on active and passive investment management that we wrote in a recent response.

New highs every month, so why are investors bearish?

A deeper dive into inflation data.