We recently added to our equity exposure as a result of the tripping of an investment trigger. We set investment triggers at our quarterly investment strategy
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The Covid-19 event has unfortunately resulted in significant job losses on a scale not seen since the Great Depression. For many people facing a crisis like
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The recovery in the stock market from the March 23 low has surprised many people. How can the market go up when everything looks so bad right now? The reason is
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One thing we have been doing actively over the past few weeks is reaching out to clients to get a read on their state of mind with respect to not only their
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This weekend’s Barron’s magazine ran an interesting article about Annie Duke, a world champion poker player. Annie now provides consulting and coaching services
Yesterday I posted on how market timing can materially reduce long-term investment returns. An excellent way to eliminate the negative impacts of emotionally
Volatile stock market conditions like we have experienced lately can cause anxiety and induce people to sell their stocks and wait for “a better time to invest”
As you know, this past Monday, we executed our strategic decision to concentrate more of your assets in what we call “stalwarts”, or companies with the
