insights

May 11, 2022

The Power of Compounding

Reinvesting Vs Withdrawing Dividends and time

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May 11, 2022

A Brief History of the US Financial Markets

The key is time in the market, not timing the market

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Dec 31, 2021

Crisis and Events

We believe looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term.

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Dec 09, 2021

Staying the Course

Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until things “calm down.”

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Nov 01, 2021

Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle

The long end of the U.S. Treasury curve has inverted, with 30-year yields falling below 20-year yields for the first time since 2009. The flattening yield curve could be an indicator that the Federal Reserve (Fed) will raise rates to a degree that could threaten another recession in a few years.

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Jul 01, 2021

Putting Pullbacks in Perspective

Market pullbacks can be unnerving. That is why investors should make a plan with their financial advisors that addresses pullbacks and is informed by historical perspective, not emotion.

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Dec 31, 2020

Bull and Bear Markets

Bull and Bear Markets through Time

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Dec 16, 2020

Epidemics and Stock Market Performance

There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak.

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Mar 17, 2020

Cost of Missing Best Market Days

Don’t Let Fear Sink Your Long-Term Returns

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