“Inflation is when you pay 15 dollars for the 10-dollar haircut you used to get for five dollars when you had hair.” — …
Investments
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), …
It’s the new year — here are 5 things to consider when reviewing your investment portfolio
Despite 2020 being one of the seemingly longest and most stressful years in recent memory, to the surprise of many, it w…
Responding to election results: Smart planning or unrewarded market timing
Economic, legislative and world events — like the recent U.S. elections — are bound to have an impact on the emotional r…
Strong returns to end a turbulent year: Market reflections for fourth quarter 2020
Strong returns across asset classes in the fourth quarter capped off a truly unique year. The fourth quarter alone was m…