Who’s Driving this Crazy Thing?

We all view the world and our money from a unique and personal vantage point. I’ve had several calls over the past few weeks with an understandable wide range of emotions over the state of the economy and the direction of markets.   The economy and the market are...

Portfolio Strategy Review Q1 2020

 When Will We Get Back to Normal The longest bull market in history had been on virtual cruise control since 2009. In March it gave way to the fastest bear market crash in history. Market volatility returned with a vengeance as investors seek to gauge the depth and...

How Long to the Other Side

How Long to the Other Side The market recouped about half its losses over the past two weeks, as investors weigh risks and grapple with when life will get back to normal. Some investment strategists say we’ve hit the bottom; some say this will last longer and be...

Calm, Care, & Caution

Calm, Care, & Caution How to stay calm during challenging times? The late Vanguard founder John Bogle used to say that in times of market turmoil, “Don’t just do something. Stand there!” His point was that panic selling after market declines guarantees loss....

Bear Markets

Bear Markets When you compare your 401k balance to three weeks ago it hurts. I know. The record long bull market ended on March 11, and we officially entered bear market territory. A bear market is defined as a 20% decline from peak stock prices. After 11 years of...