As we enter either the final stages of the bull market or go through the early stages of the bear market (nobody will know until they have the benefit of hindsight WHEN the bear market began) we are witnessing in client and advisor meetings something that always occurs — confusion/angst
Despite the post-Christmas rally in the stock market, like death and taxes there is something investors cannot avoid — bear markets. The way our brains are programmed, the longer we go without experiencing something, the less likely we are to believe it can happen (this is called Availability bias or
December is supposed to be a good month for stocks. Instead it is threatening to be the worst December since the Great Depression. I do remember some particularly bad Decembers in my 20+ years of managing money — 2000, 2002, 2008 all stick in my mind as not a fun
I recently experienced my first “real” tropical storm. I say “real” because I’ve been through other tropical storms. While living in Arizona for 20 years we often would get a tropical storm running out of steam after moving up through Baja. I’ve
Many clients received their June TCA statement last month and were surprised to see their accounts lower than the start of the year. After a year where most accounts were up double digits, this sudden reversal was something many were not ready for. While evaluating any investments over a 6
