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Financial Resources & Insights

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Market Commentary: What is Money?

A major catalyst for difficulty in keeping our spirits elevated during periods of stock market calamity is a mistaken perception that stocks and bonds are money. Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest rates is a recipe for disaster.

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Market Volatility | Importance of Discipline

Since we have not experienced a bear market in over 11 years, it is important to remember that falling equity prices are a normal part of investing. It does not matter what panic we find ourselves mired in, it will feel like the worst, it will feel like it’s different this time, and it will feel like the world as we know it will never be the same.

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Market Volatility | Cutting Through the Noise

When red flashes on the screen and security prices start to drop, it may feel like the situation requires urgency, and that any action is better than no action. But our perspective is that every decision we make must be based on facts and experience, and further, must help you get closer to reaching your goals than the actions we have already taken.

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