One of the fundamental guideposts in managing assets in order to try to maximize value is “stay the course.” It sounds b…
Markets
The reopening spark: Market reflections for second quarter 2021
This article was co-authored by Kevin Calhoun, CFA®, Investment Associate. In the second quarter of 2021, the domestic e…
Asset allocation vs investment selection: What’s cooking?
Asset allocation is a vital piece of an investment portfolio. It drives an investor’s potential risk and return possibil…
Inflated expectations?
“Inflation is when you pay 15 dollars for the 10-dollar haircut you used to get for five dollars when you had hair.” — …
The role of bonds in a low-interest environment
Stocks routinely receive all the attention from the media and investors. They’re often portrayed as sexy and fun, while …
What a difference a year makes
This April marks the one-year anniversary of the market trough of 2020. The official numbers suggest that we were in wha…
Turning the page? Market reflections for first quarter 2021
This article was co-authored by Kevin Calhoun, CFA®, Investment Associate. In the first quarter of 2021, COVID-19 vaccin…
The value of Morningstar ratings
Investment research has evolved over the years, giving investors and wealth managers a plethora of tools to assess vario…
The unfortunate “gamification” of investing
A certain element of the public and media has always unfairly equated the stock market with gambling or casinos. This mi…
What is Bitcoin, and should I invest in it?
If you’ve been watching, reading or listening to financial news over the past few months (or any news for that matter), …