During a quarterly review meeting recently, a client asked why we include a schedule showing the sector weighting of their portfolio versus the sector weighting of the S&P 500. It was a great question and one I thought was worth diving into this week. First, a few definitions: S&P 500 index – this is a […]

Note: Each week in this column, I’ll address a question discussed in recent client conversations. Who knows, it may just be on your mind as well This week, the topic is Growth versus Value. Recently, a client asked for some clarification on what those two terms actually mean and if we have a preference in […]

Every month, Rick Rieder – Managing Director and Head of Global Allocation Team for Blackrock – conducts a monthly call, where he shares pages of charts, data, and statistics that explain where markets have been and more importantly, where they are going. To help aid in understanding or perhaps to alleviate some of the confusion […]

Markets have certainly given all of us much to think about in recent months. After an astounding recovery from COVID-driven recession to a relatively calm 2021, we have been greeted with volatility, uncertainty, and very bearish sentiment as we wrapped up the first quarter of 2022. There are always uncertainties and variables in play in […]

One silver lining of 2020 is that we hear from clients far more than we used too! If there ever was a year we all need to talk financial matters out, 2020 was it! We are loving the frequent discussions, debates, and opportunities to work thru this challenging time together. We’ve heard some similar questions […]

If you’re feeling a bit of motion sickness from the markets over the past eighteen months, you are not alone. Markets have been on a bit of a roller coaster – now returning to the same platform where we all got on the ride, with the market recently crossing over to all time highs. But […]

There has been no shortage of words to describe the market environment as of late: “worst one day percentage decline, largest single day move, recessionary indicator, trade war, interest rate fears” – and the list goes on and on. Going forward from here, we believe only one word matters – CHOICE Investing has always been […]

Remember Tug of War?  Something tells me you may have played on the playground or at a family reunion.  Split into two groups (ideally of equal strength), pick up your respective ends of the same rope, and pull as hard as you can.  Eventually, one group prevails – whether it be due to momentarily greater […]