by Jeannette Jones | Aug 18, 2021 | Effective Decision Making, Investment Management
I often hear colorful comments and complaints about getting older that I can’t share here, but I have found an upside to aging that I appreciate. If you surround yourself with people younger than you (vs. only your peers) and you really listen, you have an opportunity...
by Michael Raidt | Jul 7, 2021 | Investment Management
You’ve probably heard about inflation recently. It’s been hard to miss if you read the newspapers or turn on your TV. Heck, I pass a billboard on my way to work advocating I buy silver to protect against inflation. This begs the questions, is there a real risk of...
by Chip Workman | Jun 30, 2021 | Investment Management
If you’ve met with your advisor at some point this year, it’s likely you spent some time discussing the performance of small, U.S. stocks, and value-oriented companies, relative to the rest of the market. Based on decades of data and the simple relationship between...
by Michael Raidt | Mar 24, 2021 | Investing & Markets, Investment Management
March 23, 2020 marked the low point of the pandemic induced market crash. On that day, the S&P 500 reached a low of 2,192 before closing at 2,237. This marked a nearly 34% decline from a then record high set just weeks earlier on February 19, 2020. To put this...
by Jeannette Jones | Dec 16, 2020 | Investing & Markets, Investment Management
The Dow, the S&P 500, and Tesla’s New Home When people start investing or relying on their portfolio to replace their paycheck in retirement, they typically begin watching the Dow Jones Industrial Average (Dow) to track the market and determine if their portfolio...
by Sarah Tenhundfeld | Nov 25, 2020 | Investment Management
People, and markets alike, crave certainty whether the outcome is what they expected or not. Once there is certainty, it becomes easier to adapt to the rules. So, with the presidential election behind us we have one more thing to add to the list of things we know with...
