Facebook (META), a “darling” investment just a year ago, has been pretty much plummeting ever since (losing about $800 billion in market cap since Sept. 2021 – which is about a -70% loss). In fact, the stock is now underperforming the S&P 500 since it went public in 2012 – check out this staggering chart: […]
WARNING Attempting to Pick Stocks Can Be DANGEROUS! Read More
You’re driving down the interstate. Traffic is heavy and you’re running late. You get in the left lane, which is supposed to move faster. But for some reason it comes to a stop. So you dodge over to the right lane, which also stops. Now the left lane is moving again. So you signal to
With door-to-door Christmas caroling having gone the way of the horse and buggy, Halloween is our last national holiday where we get to meet a lot of our neighbors. Of course, the next day you might not recognize the children when they’re not dressed like little princesses, monsters, or superheroes. But their parents should look
The Economic Benefits of Halloween- Presented by Mark K. Lund, Financial Advisor in Utah Read More
Back in 2012 the U.K. based Observer newspaper decided to test the performance of their panel of professional stock-pickers. In a three-way contest they pitted the trio of investment professionals against a team of finance students and a house cat named Orlando.1 According to the story, at the start of the year each team was
If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, often several times a day. One minute they’re on top of the world. The next minute they’re sitting in a dark corner with their head
Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most portfolio decisions as non-decisions. They’ve
Quarterly Client Letter – 2022 Q3 Read More
Drivers’ education has to be, hands down, the most boring class in high school. In home economics (if they still have it) you get to experiment with fun desserts. Wood shop lets you use dangerous tools. Even keyboarding class (formerly known as Typing) uses games to teach speed and accuracy. But not drivers’ ed. It’s
Hurricanes are no joke. They are volatile and leave a path of destruction and devastation in their wake. So when it comes to advice about how to survive given two choices (riding the storm out or evacuating), evacuating to safety and then returning when it is all clear is the correct course. When it comes
Financial Advisor Q&A – Should You Ride the Storm Out? Read More
September 26, 2022 Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know what’s going to happen in the near future.
Recently, Weston Wellington from Dimensional Fund Advisors shared a presentation expressing the importance of sticking with your plan during turbulent times titled “Stay In Your Seat”. The presentation was a brilliant juxtaposition between financial market turbulence and turbulence you may experience on a cross-country flight, emphasizing the value of staying in your seat in each
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