After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?
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.
What led to the positive returns in Q1? Should you expect an increase in market volatility? How much value does regular rebalancing add? View the Q1 Quarterly Context webinar recording for more insight.
What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.
Macroeconomic Environment Trumponomics – Fact or Fiction? Donald Trump is inheriting one of the strongest economies that has been handed to a new President in recent history (based on 3Q GDP). Since the 1970’s, only George H.W. Bush and Jimmy Carter assumed the office with higher GDP growth rates. Further, investors have been cheered by […]