A Few Words on Market Volatility

We are sure you have already heard all about the “largest single-day point decline” for the Dow on Monday: down 1,175 points (or -4.6%). The dramatic headlines are all focusing on the “tremendous sell-off on Wall Street,” and market commentators are already taking credit for knowing that this was bound to happen because interest rates […]

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To Bit or Not to Bit: What Should We Make of Bitcoin Mania?

December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the […]

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Market Commentary: Fall 2017 – Lessons for the Next Crisis

LESSONS FOR THE NEXT CRISIS It will soon be the 10-year anniversary the S&P 500 Index hitting what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass […]

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Market Commentary: Winter 2016 – Prediction Season

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]

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Market Commentary: Spring 2016 – Your Investment Experience

PURSUING A BETTER INVESTMENT EXPERIENCE Investors are bombarded every day with global events, economic reports, and ‘expert’ opinions and forecasts that make it easy to question a disciplined, long-term investment strategy – even a broken clock is right twice a day. Here are 10 investment principles that can help you stay on target to achieve […]

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Coping With a Down Market without Losing Equilibrium

The current stock and bond market volatility can drive a sane person crazy. If you find yourself checking your investments more frequently than you check your email, you may just be taking too much equity risk in your portfolio. After almost seven years of impressive stock and bond market returns, the late summer’s sudden market […]

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Market Commentary: Winter 2015 – China and the Global Market

CHINA The volatility of China’s financial markets is leading some investors to question the fundamental cause of China’s decline, and what the potential consequences may be for the global economy and financial markets. The Shanghai Composite Index — the mainland stock market barometer and one dominated by retail investors — doubled from March of 2014 […]

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What’s Really Driving your Investing Behavior?

Originally Published in the North Bay Business Journal We like to think of ourselves as rational, logical decision-makers. But the truth is, psychology plays an enormous role in how we behave, especially when it comes to investing. The emerging field of behavioral finance meets at the intersection of economics, psychology, and decision-making. This final field, […]

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Market Commentary: Fall 2015 – the Patience Principle

THE PATIENCE PRINCIPLE Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term perspective makes the volatility easier to handle. A typical response to unsettling markets is an emotional one. We quit risky assets when […]

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Market Commentary: Spring 2015 – Investing and Volatility

INVESTING & VOLATILITY Markets have been relatively calm. No great movements over the last few years up or down. Is this going to be the new normal? We don’t think so and neither should you. Just as many people start to think markets only move in one direction (up), the pendulum will swing the other […]

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