Election Years and Stock Markets

Election Years and Stock Markets

Every four years, we get a lot of the same questions about elections and the stock market. In one form or another, people are generally asking how the market performs during election years. The graph at the right shows average market performance for each year of a presidential term. As such, the market will grow at […]

Mr. Market Has Quite a Temper

Mr. Market Has Quite a Temper

I had planned on writing this week about the fact that 2016 is an election year, and that the only certainty we have about any election year is that it is going to be emotionally charged and full of uncertainty. Given the way the stock market opened 2016 this week, we’ll stick with investing for […]

Summer Market Volatility

Summer Market Volatility

The last few days provided a not so subtle reminder that there is real risk investing in stocks. However, the true risk lies in how you react to the pit that formed in your stomach as global markets dropped. You see, that pit is our body’s biological response to fear. We are wired to seek safety when […]

The Financial Crisis in Greece

Weston Wellington of Dimensional Fund Advisors discusses the crisis in Greece and its impact on you and your portfolio.

2015 Q2 MARKET REVIEW

2015 Q2 MARKET REVIEW

Greece – Round 3 The month of June closed with a sharp global market decline over the last two weeks of the quarter on news out of Greece. Banks and markets throughout the country closed the last week of June after Prime Minister Alexis Tsipras announced he was calling a referendum on July 5 to […]

Three Essential Elements of a Great Financial Plan

Three Essential Elements of a Great Financial Plan

“Spring is the time of plans and projects” -          Leo Tolstoy – Anna Karenina   Spring is always an exciting time of year. As the world around us awakens from the winter, we all seem to experience a bump in energy and commitment to the plans and projects we outlined at the turn of the […]

Market Peaks - The Intersection of Paralysis, (Over)Confidence and Complacency

Market Peaks – The Intersection of Paralysis, (Over)Confidence and Complacency

On a recent trip to Park City, Utah, we ventured over to the most intimidating ski terrain I have ever been to – Snowbird Resort. The mountain is littered with steep grades and cliffs, exposed rock, narrow cat tracks and some of the highest ski lifts I have ever been on. If you take any […]

The Art of Winning Ugly in Golf and Finance

The Art of Winning Ugly in Golf and Finance

“Good golfers, I think, have to get over the notion that they only want to win by hitting perfect shots. They have to learn to enjoy winning ugly. And that entails acceptance of all the shots they hit, not just the good ones.”  - Bob Rotella, “Golf is Not a Game of Perfect” I am unable […]