Investing
Updated thoughts on the Coronavirus / market decline
As the market continued to swing wildly — mostly downward — at levels not seen since the financial crisis, we sent updated thoughts to clients on March 12th. Below is the entirety of that email.
Thoughts on the Coronavirus / market decline
Earlier this month (on March 2nd), we emailed our clients to discuss the onset of the recent stock market decline. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
Why we “tilt” portfolios towards small cap and value stocks
There have only been a handful of truly monumental “discoveries” in the history of investment theory. The three-factor model, developed in 1992 by Nobel Laureate Eugene Fama (University of Chicago) and Professor Kenneth French (Tuck School of Business, Dartmouth College), is on that short list.
Thoughts on the recent market decline
Earlier this week, we emailed our clients to discuss the recent stock market decline. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
How you will (probably) feel when the market (eventually) crashes
Nobody can predict the short-term direction of the stock market, and it is not something we would attempt. Still, we can be confident that the stock market will crash again at some point in the future.
Why all investors – even those in their 30s – should own bonds in their portfolios
The majority of our clients are at least a decade away from retirement, and most are still 20+ years out. Yet all of our clients have at least a small portion of their portfolios allocated to bonds (via low-cost, passively-managed, diversified bond mutual funds or ETFs).
Our thoughts on Bitcoin
With Bitcoin (and other “cryptocurrencies”) in the news on a daily basis, we wanted to provide our quick thoughts on whether or not it belongs in your portfolio.
Lessons for the Next Stock Market Crisis
We recently came across two charts that provide valuable lessons from past stock market crashes.
Our criteria for investing in an asset class
When evaluating an asset class for inclusion in client portfolios (and our own), we consider three things:
The election’s impact on your investment plan
Earlier this week, we emailed our clients to discuss how the election results should (or should not) affect their investment plans. Figuring that others might appreciate our viewpoint, below is the entirety of that email.