I've often told our advisors and clients the calendar can be a cruel thing for investment managers. Everyone focuses on the returns for each month, quarter, or year, which is often skewed by large moves the last few days or weeks of the period. Look at 2018 where a spectacular
Did you know SEM has 3 different ways to use our risk questionnaire? This short webinar briefly walks through each, including a brand new tool that will make opening accounts with SEM even more efficient.
After many months of revisions, we have finally finished developing "phase one" of our new risk questionnaire. Check it out: https://risk.semwealth.com
If you're interested, we just finished a short webinar on what this risk questionnaire is, why it exists, and how to use it:
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There are a lot of things that create bubbles, but the primary driver behind all of them is our emotions. Our brains are programmed to both assume what has happened recently will continue to happen and to only watch for scenarios they believe are possible. I've called this current bull
It's that time of year again we all dread. I'm not talking about the dozens of Christmas parties we all seem to be invited to, or heading to the mall to pick out presents for our kids or grandkids that may or may not be played with, or even figuring
