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Special Bulletins

Great reminders for the current political, economic and market gyrations we are experiencing.

U.S. Debt Ceiling: Is it time for extraordinary measures?

Recent headlines have investors concerned about what may happen to their portfolios if the U.S. government cannot reach an agreement to increase the debt ceiling/limit, thereby risking default: The reality is that headlines like these are nothing new. In the historic global market growth of wealth graphic below, we highlighted every major “impending disaster” as …

U.S. Debt Ceiling: Is it time for extraordinary measures? Read More

Annualized returns are POSITIVE, even after entering a recession

Yes, you read that correctly – annualized returns are POSITIVE, even after entering a recession. Just check out the graphic and info below from Dimensional if it seems unbelievable! From economists to rideshare drivers, it seems that many are fretting over the looming possibility of a recession. Markets may be in agreement, as we have …

Annualized returns are POSITIVE, even after entering a recession Read More

Banks and Markets

Your portfolio was built with the knowledge of how banking crises historically affect markets. When the news of the SVB (Silicon Valley Bank) collapse hit a week or so ago, it seemed unprecedented. The shockwave that went through the banking system left many wondering what fallout may arise. Subsequently, consolidation is occurring in the banking …

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Stay In Your Seat

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 …

Stay In Your Seat Read More

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