Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

  • ★ Featured blog post

    This quarter marks ten years since the start of the Global Financial Crisis

    While the consequences of that extreme period of financial turmoil are still being felt, the market recovery in the past decade provides a profound illustration of the value of staying the course through enormously difficult times. The ability to remain invested in your long-term strategy was severely tested a decade ago. For those who withstood […]

    ★ Featured blog post

    Q318 Quarterly Context video

    Lessons learned from the Global Financial Crisis… a 10-year anniversary view. The economic expansion continues, but with concerns. Are there patterns between the current market and the dot-com bubble? It can be comforting to see the average return and length of up markets vs. down markets. What is “consumption smoothing” and how it helps retirement […]

    ★ Featured blog post

    Q3-2018 Market Review

    Oh, What a Difference a Decade Makes Happy 10-year anniversary to the Global Financial Crisis! Just a decade ago, some of the world’s largest and most revered financial institutions, along with the modern financial system itself, were left staring into the abyss. Several events, beginning with the fire sale of Bear Stearns and failure of […]

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