Should We Worry About Corporate Earnings In 2019?

The corporate earnings season kicks off this week amid concerns of slowing economic growth. It’s understandable that some investors are worried about how this could affect corporate earnings and their investment returns. What is the earnings outlook for 2019 and how should investors maintain perspective in this market environment? Read More

2018, Don’t Let the Door Hit You!


Okay, so it wasn’t all bad, but my guess is most investors aren’t sad to see 2018 go. In case you need a refresher, below is a timeline of events and market performance for the year. Read More

Investing in The Bizarro World

We’re now entering the phase of the investing cycle I like to refer to as, “The Bizarro World.” Of course, I’m making a pop culture reference to the fictional planet appearing in comic books published by DC Comics. In the Bizarro World, everything and everyone is essentially the exact opposite of what you’ll find here on earth. Read More

A World of Opportunity in Equities

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. Read More

As An Investor, I’m Thankful This Season

Although 2018 has not been fun for investors, this Thanksgiving I’m thankful for the decade-long bull market and economic expansion. Investors who stuck to their financial plans and stayed invested are closer to achieving their long-term goals. Read More

Market Downturns – Never Fun, Never Easy

The stock market closed last Friday over 9% below its recent peak and is now negative for the year. Interest rates have retreated, with the 10-year yield falling to 3.08%. Many sectors are in or near correction territory, including Financials, Industrials, Materials, and Communication Services. Read More

3rd Quarter 2018 Newsletter

Our 3rd Quarter 2018 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful. Read More

Maintaining Composure in Choppy Markets

A great quote on maintaining composure in volatile situations is often attributed to the boxer Mike Tyson: “everyone has a plan until they get punched in the face.” With the S&P 500 tumbling -4.1% last week, many investors may feel a bit roughed up. Read More

Returns Have You Scratching Your Head?

If you’ve been paying attention to your portfolio’s performance this year, you may be scratching your head as to why the returns have been lackluster. We get it – we’re invested in the same positions as you. Let’s delve into how our primary global asset classes are performing this year. Read More

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