News
October 4, 2019
Fourth Quarter 2019 Newsletter
Investing is emotional. Think for a moment about the range of emotions you have experienced over time as they related to various investments. In an everchanging world, the market ups and downs can elevate investor emotions and spark both fear and greed. Understanding what influences markets helps to create an investment framework that reconciles emotions...
June 25, 2019
Third Quarter 2019 Newsletter
Investing is a life-long journey marked by emotional paradoxes. Over time and through experience, we discover that most of the external environment is beyond our direct control. Instead, we focus on what we can control: our responses and behavior. Understanding why you invest and place your assets into the capital markets is an important part...
April 8, 2019
Second Quarter 2019 Newsletter
Psychology impacts investor decision-making. The investment tone in 2019 has been dramatically different to that of the 4th quarter of last year. Deep pessimism shifted rapidly back to optimism with the markets retracing their year-end declines and are now off to their strongest start in over a quarter of a century. While a more positive...
April 8, 2019
First Quarter 2019 Newsletter
The New Year is a time to reflect on past decision-making activities. It is also an opportunity to consider the inputs that will shape the investing environment ahead. Establishing a framework to make investment decisions for the upcoming year allows you to reconfirm the progress being made toward accomplishing your goals and objectives. If necessary,...
October 1, 2018
Fourth Quarter 2018 Newsletter
Expectations directly influence decision-making. It is natural for each of us to be influenced by the environment around us. Currently, strong equity markets and relatively low volatility are shaping investor’s return expectations. Periodically, expectations of the future can become detached from what is realistic. This usually occurs when an environment moves to an extreme, or...