Investment Management
A Broken Sneaker: A Metaphor for Uncertainty
The future is always uncertain, no matter how much we agree on what may come next. A recent example of this is the Duke and North Carolina basketball game on February 20th. This much-anticipated event drew significant attention. Tickets were selling at prices similar to the NFL Championship game. The packed crowd included big name…
When the Road is Uncertain, Stay the Course
When the market is volatile, the temptation to sell stocks is strong, but it rarely benefits investors. According to Bank of America/Merrill Lynch, investors pulled $39 billion out of stock funds and over $8 billion from bond funds in the week ending Dec. 12, 2018. These extreme fund flows tell us that investors are selling…
Tuition Paid & Lessons Learned
Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of buyers as the baby boomers retire and become…
Correction Spelled with a “W”
Mark Twain is credited with saying that “History does not repeat itself, but it often rhymes.” Market history is no exception. Stock markets are extremely unpredictable in short periods but we can draw clues and patterns from the past. Stock market corrections (like the one we have been experiencing over the last several weeks) seem…
Looking Up During Market Downturn
“You must be busy” is a comment I hear a lot whenever we see market volatility. People assume our office becomes a hub for panic and fear during market downturns. This is far from the truth. The families we serve tend to be wise and patient investors who have experienced market volatility in their investing…