A Blog Look Back

Our blog in October 2022 discussed the market noise of a declared bear market and its impact on the investor psyche. In that post we discussed the definition of a bear market and possible causes (and listed the post bear markets performance of the S&P 500). The...

Facts and Stats on Bear Markets

One constant of being invested in the financial markets is that the stock market experiences periods of volatility. 2022, as it turns out, is no exception. As of June 13, 2022, the S&P 500 Index officially entered bear market status1. A bear market is when a...

A Lesson from the Wizard of Oz

Dorothy only wanted to return to Kansas, but the Great Oz was not going to have any part of granting her only wish. However, Toto was able to discover what wasn’t apparent to Dorothy, The Tin Man, Scarecrow or the Cowardly Lion, and brought to life one of the most...

Patience & Risk

The latest volatility in the stock market could be driven in part by trade war rhetoric between the US and China.  The final real impact of a trade war on the economy and stock and bond market performance (if any) remains to be seen; but it is a reminder that the...