Investing Strategy

Investment strategy

Our Investment Strategy for this Election

It seems as though every four years, investors start wringing their hands over the presidential election and the impact it could have on the economy and the markets. Since the stock market was created, investors have attempted to find some correlation between election results and stock market performance, asking whether a particular election outcome will …

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Is the coronavirus deadly

Is the Coronavirus Deadly?

Let me ask you a question. Would you consider any of the following activities deadly? Driving your car to buy groceries. Walking down a flight of stairs. Checking your email on your phone while going out for lunch at work. Taking a hike in a county park. Walking outside during a thunderstorm. Most of you …

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Coronavirus post part 3

The Impact of Coronavirus Part 3: Retirees

In this third part of a series on the impact of coronavirus on investors, we explore the challenges (and opportunities) for retirees facing a potential market downturn. In Part 1, we concluded that accumulators have good reason to be optimistic that any market downturn will lead to a more sustained market advance, virtually erasing any evidence of …

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COVID Retirement Planning

The Impact of Coronavirus Part 2: On People Preparing to Retire

In a previous blog post, What Impact Will the Covid-19 Crisis Have on Investors, we began to answer the question by separating investors by their life stage – accumulators, pre-retirees, and retirees. Depending on which stage investors are in, the crisis will impact them differently. As we concluded in that post, accumulators who are at least …

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Safely valuing stocks

The Building Blocks of Safely Valuing Stocks in Today’s Stock Market

As states continue their gradual reopening, the economy is thus far demonstrating its resiliency, at least with respect to the job market. While there are signs that the economic freefall may be leveling out, we still can’t know how quickly it will recover to pre-pandemic levels. The COVID virus is still lingering, and we don’t …

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