Balanced Portfolios face Greatest Challenge in Decades
Read moreIn our quarterly market commentary, advisors are accustomed to seeing sometimes bleak assessments about future stock market growth.
Market Update 4/14/22
Read moreAfter being long US stocks for several weeks we began to move back defensive on Tuesday and finished moving defensive today at the market close.
Prepping for a Bear Market
Read moreCEO Phillip Toews discusses “completely new world for investors that they’re not used to” joined by Caroline Woods on Barron's “Market Brief."
Market Update 3/28/22
Read moreIn early to mid-January we exited US Stocks and High Yield Bonds, and later sold our International stock exposure. Those trades occurred during the early part of a downturn that saw the S&P move into correction territory, while the NASDAQ Composite index briefly moved into a bear market.
THE FROG ISN’T JUMPING OUT OF THE BOILING WATER
Read moreThe critical difference between GameStop and Amazon is that the GameStop rally was the equivalent of a retail investor Ponzi scheme.
Get “S.M.A.R.T.” to Achieve Your Retirement Goals
Read moreAs we say a bittersweet goodbye to 2021, we tentatively welcome 2022 with prognostications about what fortunes the new year will bring.
