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2020-02-28 Coronavirus Correction

This week the S&P 500 officially entered correction territory, defined as a pullback of 10% or more, and it is feasible that we could approach a bear market (losses of 20% or more).  While market corrections can be stressful, they’re …

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Q3 2019 Economic & Market Perspective

Talk of a recession certainly heated up at times throughout the third quarter, especially when we saw the yield curve invert. But are we really headed towards a recession? The chart below shows personal consumption expenditures versus the leading economic …

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Q2 2019 Quarterly Market & Economic Perspective

Today marks the fiftieth anniversary of one of the most remarkable achievements in our nation’s history. In 1969 Neil Armstrong and Edwin “Buzz” Aldrin, landed their spacecraft on the surface of the moon.  In commemoration of this day, there are …

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Investment Management for the Real World

Investors are often their own worst enemy, buying high and selling low, when sticking to a long-term strategy would serve them best. Many studies document this fact, finding that individual investors routinely underperform the mutual funds they invest in through …