A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.
A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.
Well, this doesn’t feel good. Many of us came into 2022 thinking, “This is the year!” The pandemic looked to be easing. Supply chain problems were going to get better so we could get our stuff sooner. Sure, we’ve...
Investment markets’ ability to seemingly defy expectations continued in 2021. There were probably 7,296 reasons why stocks shouldn’t have gone up in a straight line. I’m exaggerating slightly, but here’s an...
Fact: The S&P 500 has experienced 54 record highs in 2021.
After the Great Financial Crisis (GFC) of 2008 and 2009 much was written about how troubling it was that diversification1 no longer worked. This conclusion was drawn since all stocks moved in the same downward...
We hear a lot of questions about inflation lately. It’s understandable. It’s nearly impossible to avoid seeing or hearing mention of it in financial, business, or even popular media these days. Unfortunately, it’s...
Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up. It was the “Inverted Yield Curve”. I’ll spare you all the mundane...
It's been a year.
As in the figurative sense of, “Wow, it’s been quite a year!”
And, in the literal sense, it has been 365 days* since stock prices reached bottom. A year since stock prices fell low enough that...
You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service in...
Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...
The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...
A lot has happened so far in 2020. You can say that for every year, but 2020 took it to a new level with the COVID-19 pandemic and associated upheavals to our lives and financial markets. Add to that a Presidential...