In a recent blog post, we shared our concerns about historically high market valuations and why it increases your risk of paying too much for a stock or index fund. But, with a stock market that has gained 11,000 points in three years, it’s easy to see that coming. And, as we suggested, you can lower …
Record Corporate Debt – Are Investors Ignoring the Elephant in the Room? Read More »
In our last two blog posts, we discussed the remarkable year in the market and economy in 2019 and what we might expect in 2020. But we have yet to address the elephant in the room, which is the fact it’s a presidential election year. It seems every four years at this time, investors begin …
If You Really Want to Stay Out of Danger, Focus on What’s Knowable Read More »
After a historic year – and decade – investors still have plenty of good reasons for optimism. A strong economy, record profits, historically low-interest rates. But, knowing what we know, the light may be changing from green to yellow, meaning proceed with caution. It’s a new year, and, as the S&P 500 continues to chug …
Knowing What We Know, Is it Still a Good Time to Invest in the Market? Read More »
It wasn’t supposed to happen this way. Not with an aging bull market on its last legs, a looming recession, and an ascending China putting the U.S. on the trade ropes. But none of that happened. Instead, we got a record-breaking year of economic growth and stock market gains. Who knew? I think we can …
2019 Was a Historic Year – Did Anyone See That Coming? Read More »
Anyone who knows me, knows I am not one to boast and say, “I told you so” (though I just did). However, as an investment advisor, I like to use cautionary tales to educate my clients and there’s been no bigger cautionary tale this year than the Uber fiasco. In my May 27 blog post …
Throughout human history, people have recognized a distinction between intelligence and wisdom, something that has been written about in ancient literature all the way up to our present time. Today, it seems like what is celebrated most is intelligence and relatively little is given to the value of wisdom, and yet I was reminded this …