Investment Articles
Share:
26 May 2023
How to Navigate a Potential Commercial Real Estate Bubble
Are you invested in commercial real estate? Are you drawn to the appeal of potentially high returns and the stability it can offer in a...
Read More
Share:
10 Apr 2023
First Quarter 2023 Review and Outlook
Stocks and bonds posted solid performance in the first quarter of 2023. The S&P 500 gained 7%, the MSCI International EAFE stock index gained 9%,...
Read More
Share:
24 Mar 2023
Are Stocks Attractive During Periods of High Inflation?
Executive Summary Historically stocks have provided an effective way to protect investments from the negative impact from inflation in most periods. During periods of “high”...
Read More
Share:
13 Mar 2023
Silicon Valley Bank’s Collapse and Ramifications
Over the past week Silicon Valley Bank (SVB) was forced to close its doors due to a classic run on the bank. Over $43 billion...
Read More
Share:
9 Jan 2023
Returning to Normalcy
In 2022 US stocks fell 18% measured by the S&P 500 and the US bond market dropped a spectacular 15% measured by the Aggregate Bond...
Read More
Share:
16 Dec 2022
Challenging Environment for Stocks
The U.S. Landscape model is cautious based primarily from the observed change inflation and monetary policy. While anticipated for a long time, in the second...
Read More
Share:
14 Dec 2022
Cycles are Painful, Long Live the Cycle
Stocks have declined over 20% from the start of the year until late June. How can this be? What is going on makes perfect sense...
Read More
Share:
27 Sep 2022
Passive Investment Performance Superiority Continues
Investing in passive, low cost, index-based exchange traded funds (ETFs) continue to produce superior results compared to actively managed funds. This is especially true in...
Read More
Share:
5 Aug 2022
Higher Inflation Hurts Financial Markets
Financial Market Commentary, July 2022 High or rising inflation creates a significant challenge for many financial assets. With the spike in inflation during the first...
Read More
Share:
1 Aug 2022
Bear Markets
Financial Market Commentary, July 2022 Bear markets are part of investing in the stock market. They happen about once every 4 years and can bring...
Read More
Share:
11 Jul 2022
Financial Market Commentary, July 2022 – Bear Markets
Bear markets are part of investing in the stock market. They usually happen about once every 4 years on average and can bring uncertainty and...
Read More
Share:
20 Jun 2022
What Is a Fiduciary Investment Advisor?
The short answer to “what is a fiduciary investment advisor” is an investment advisor who is legally obligated to put your financial well-being ahead of...
Read More
Get Our Updates
Get our monthly newsletter that brings you news, tips, and tricks on meeting your financial goals.
