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14
Market Indexes and How They Affect You

investors should be to always view the point movements of an index within a percentage context and to account for how an index is constructed. Different indices measure different sets of stocks, and even those with some of the same components can be impacted very differently. 

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14
Mid-Year 2019 Progress Report

Financial markets have provided solid returns for investors year-to-date as of 6/30/19. As always, we do not attempt to predict short-term returns given the high level of uncertainty. The mid-year returns may or may not be illustrative of the annual outcome, especially in more volatile markets such as stocks. However, if markets ended the year with similar year-to-date returns, it would be a pleasing outcome. 

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12
Stepping in a New Direction

Last week, the Fed made an "about face" and lowered rates by 0.25% to a lower bound of 2.0%. While this move was fully expected by markets based on the Fed’s advance communications, it might seem to some that the move was not necessary being that the U.S. economy has positive economic growth, historically low unemployment, and solid consumer balance sheets.

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07
Market Update – July 2019

Kicking off the third quarter, U.S. stocks continued their rally with a slight tick upward, while international stocks gave back some of the gains made in the first half of the year.

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03
Are You Misbehaving?

Traditional finance assumes all market participants act as ‘rational economic persons.’ While all of our own decisions are perfectly rational (there’s that overconfidence bias!), we know that many others do not always make rational decisions. Are you misbehaving?

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03
Market Update – June 2019

It was hard to go wrong in June! Every major asset class rose during the month to round out the second quarter. Global stocks rebounded in June, gaining 6.4% - now having risen 16.1% in 2019.

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25
It’s All About Time in the Market, Not Timing the Market

The difficulties of market timing have been well documented in financial literature. In addition to the challenge of deciding when to get into and out of the market, market timers must overcome the burden of higher costs due to more frequent trading as well as the tax implications of this trading.

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10
Putting Earnings Season Under a Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows. 

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10
Market Update - May 2019

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. 

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04
IPO FOMO

"I have a fear of missing out (FOMO)! How should I invest in IPOs so I don’t miss out on the next big thing?"

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