How to Navigate Investing During an Election Year

Every four years, investors face the uncertainty of how presidential elections might impact their portfolios and long-term retirement plans. As November approaches, candidates and their campaigns ramp up their messaging and our collective anxiety increases. According to a Harris Poll conducted in August 2023, nearly one in three investors (32%) believe that if the political […]

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Market Commentary: Winter 2024 – ‘Tis the Season for Forecasts

Additionally published in North Bay Business Journal Towards the end of each year, it is common to see financial forecasts being issued for the year ahead. Market analysts and financial pundits put forth estimates of where the market will end the year and how the economy will perform. They will give inflation targets and notes […]

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Market Commentary: Spring 2023 – March Madness

This past quarter provided a shock to our system with the first run on a major bank since the Great Recession in 2008-09. It reminded us of how tenuous (and yet, at the same time surprisingly robust) our banking system often is as well as how shocks to the financial markets can come, seemingly, out […]

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The Hidden Source of Returns and the Forces of Market Growth

The biggest problem with investment returns is that they’re posted daily–or, in the case of the recent “flash crash”, every hour or so. Why is this a problem? Because it implies that what happened yesterday or the day before is meaningful to your financial life and is important information for future investment decisions. People all […]

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