Tag: Stock Market


A Letter to Clients: Wow, What a Week

Well, this has been quite a week from a stock market perspective.  We haven’t seen this kind of volatility in some time.  I wanted to send a quick note and remind you that this was completely expected.  As nerve-racking as it is, if your financial goals, risk tolerance and portfolio are well aligned, then you […]

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The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, […]

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Lessons for the Next Crisis

Early October marks the 10-year anniversary of the S&P 500 Index  reaching  its all-time high  before losing more than half its value over the next year and a half during the global financial crisis. In the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank […]

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