Ask the Rational Investor: Investing During the 2020 Election
Sunday, November 1, 2020
This year has not been easy on long-term investors—with the Coronavirus recession and whipsawing stock market prices—most investors (and portfolio managers) are exhausted! The Presidential election provides yet another highly-uncertain outcome before the end of the year, with important questions...
Investment Outlook: Third Quarter 2020 Herd Mentality
Thursday, October 15, 2020
FOMO
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Ask the Rational Investor: P&G Cleans Up Your Portfolio
Monday, October 5, 2020
A well-diversified portfolio includes all industry sectors of an economy – technology, energy, industrials, consumer staples, and several others. Each sector responds differently to the wide array of factors influencing the market on any given day.
How Will the 2020 Election Impact the Stock Market?
Wednesday, September 30, 2020
How Will the 2020 Election Impact the Stock Market?
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
Investment Outlook: Third Quarter 2020 Market Recap
Wednesday, September 30, 2020
If anything, the increased volatility we saw this quarter seemed a little more in-line with the times. Whether it’s the pandemic, politics, or the state of the economy, there are certainly more questions than answers.
Investment Outlook: Third Quarter 2020 "Party like it's 1999"
Wednesday, September 30, 2020
“It’s wonderful to promote new industries because they are very promotable. It’s very hard to promote investment in a mundane product.
Ask the Rational Investor: A New Driver at UPS
Wednesday, September 2, 2020
There is a new boss in the top job at UPS. Furthermore, the new boss does not look to be the same as the old boss.
Ask the Rational Investor: What should you do now?
Monday, August 3, 2020
Most major stock market indices have nearly recovered losses for the year thus far.
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Friday, July 31, 2020
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Many Reasons to Like Gold, Just Maybe Not in Your Portfolio
Friday, July 31, 2020
When it comes to different investment options, few lead to a broader discussion than precious metals and gold in particular. Gold has held a special place in human history for more than 7,000 years, dating back to the Egyptians.
Investment Outlook Second-Quarter 2020 Market Recap and Review
Thursday, July 30, 2020
2Q Market Recap: Shoot First, Ask Questions Later
One of the toughest challenges right now is coming up with a logical explanation for how it is possible markets are sitting near all-time highs, in contrast with everything that’s going on in...
One of the toughest challenges right now is coming up with a logical explanation for how it is possible markets are sitting near all-time highs, in contrast with everything that’s going on in...
Ask the Rational Investor: Is "big tech" too large?
Monday, July 13, 2020
Major stock market indices have recovered most of their losses for the year. In some regards, it’s not surprising, considering the incredible accommodative stance from global Central bankers.
Ask the Rational Investor: Investing in an Uncertain World
Monday, June 8, 2020
With the S&P 500 down only modestly for the year, many investors are questioning how quickly the stock market has recovered. It was surreal how quickly stock prices plummeted during the pandemic meltdown in March.
Ask the Rational Investor: Don't Fight the Fed
Monday, May 4, 2020
In 1969 Milton Friedman, famed supply-side economist, wrote about how the Federal Reserve could drop money from a helicopter to stimulate the economy.
Investment Outlook: First Quarter 2020 Market Recap
Friday, April 10, 2020
By now, we’ve all heard our fair share of superlatives trying to frame this unprecedented market activity. None seem to do it justice, given the wide array of challenges facing our finances, health, and general wellbeing.
Investment Outlook: First Quarter 2020 America May Change – Just Like it Always Does
Friday, April 10, 2020
In the midst of everything the nation has faced over the last few weeks, and the constant barrage of doom and gloom reporting, only one topic makes the hair on my neck stand on end: that is, “things will never be the same again....