Blog

A review of second quarter global market returns.

While the news aims to spark fear and anxiety, expert data and research are available to help the average investor filter through the fearmongering chants to ease anxiety.

Just as wilderness explorers are likely to encounter bears along their paths, so will investors. We cannot hide and avoid them altogether. Let's apply the same logic as if you encountered a bear in the wild.

Take the seven-step "collectors" test to find out if you should buy it, keep it, or let it go.

A review of first quarter global market returns.

The S&P 500 closed almost 9% lower than it opened on the first trading day of 2022. How do you feel? What do you do? Read more to learn how we help clients balancing emotions and investments.

A review of fourth quarter global market returns.

A review of third quarter global market returns.

Research shows that working with a financial advisor is healthy for both your bottom line and your mental health.

A review of second quarter global market returns.