Dealing with Known Unknowns

I don’t think anybody would have guessed a few months ago that we would be witnessing such a tragic sequence of world events. These events will cause a range of emotions along with concerns about how our long-term financial well-being will be impacted. There is no...

The Danger of Chasing the Holy Grail

During a period when most investments have lost value, it is common for investors to seek out the few assets that are performing well and then gravitate their portfolio towards these. I think this is particularly the case in an inflationary environment where any...

Bonds are the Ghost of Christmas Future

The US Federal Reserve has started to raise interest rates to combat inflation. The expectation is that they will continue to raise interest rates throughout the year and that these increases may be significant. Investors are concerned that these interest rate...

The Gamestop Battlefield

What happened with Gamestop and several other companies whose stocks went from rags to riches in a matter of days? Is this the battle where individual investors fight the good fight against evil hedge funds? Unfortunately, that may not be the case. As with any brutal...

Current Market Conditions

As we close out 2018, I realize that the significant US stock market declines during the month of December have concerned most people. It is a reminder that investing money is a very serious business and that there are no cookie-cutter investment solutions that work...

Why Diversify?

I tried skeet shooting for the first and only time about 8 years ago.  I missed every moving clay target! It got to the point where the instructor put the clay targets on the grass so I could shoot them while they were not moving.  Everyone cheered me when I finally...