Should We Sell And Go To Cash?

The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma. As a response to the pandemic, the...

Real Estate Update

After a shock to the stock market how is real estate holding up? So much attention has been given to the stock market over the last 90 days that I thought it would be good to review what is happening in the real estate market.  During the “Great Recession” of...

Economic Update

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year,...

Portfolio Analytics Update

While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals.  The reason for this advice is that, on average, 5 years...

Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....