With the stock market calming down somewhat and the country looking at the next phase of the crisis, I wanted to take some time to walk through what we are seeing in the economy, the stock market, and SEM's investment models. I know many advisors and investors alike have questioned
I'm not sure if keeping track of how many weeks helps, but we're entering the 5th week since the country began shutting down. I was in Tucson for my quarterly trip to our office there when the panic really began. That was the week the NBA and then all other
We are all being bombarded with charts, data, projections, opinions, and webinars on what will happen with the economy and the stock market. Advisors and investors alike are scrambling to come up with a plan. As you work on them, here are 10 thoughts to consider:
1.) Clearly the stock
In December of last year, we released a new version of our risk questionnaire. This allows clients to input some information, answer 10 questions, and get a portfolio which matches their risk tolerance - all from their computer or smart phone. See this blog post for more information and a
As we start week 4, at least in Virginia of the Coronavirus shutdown, I find myself when I finally slowdown on the weekends pondering just how surreal this all is. Here are some of the random thoughts I had over the weekend.
