Economic, legislative and world events — like the recent U.S. elections — are bound to have an impact on the emotional r…
Investments
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…
2020: A year in review
This article was co-authored by Dean Stange. Imagine for a minute that you fell into a deep sleep on December 31, 2019, …
Why tax loss harvesting should be a year-round activity
This article was co-authored by Sierra Johnsrud. Though many may wait until the end of the year to start discussions wit…
Does gold deserve a place in your portfolio?
Gold. Seemingly everywhere investors look nowadays, they’ll hear someone talking about putting money into gold — how it …
Indecision 2020: How you can combat uncertainty, maintain perspective and stay the course
If your evening was anything like mine last night, it was spent glued to the TV closely following the election results a…
The road to recovery? Market reflections for third quarter 2020
In the midst of an unparalleled year, the eventful third quarter of 2020 was perhaps the steadiest period of the year th…
Two big ways to manage risk within your portfolio
Wake me up when September ends. Summer is officially over, and in some parts of the country, the weather is getting a li…
The temptation of bright, shiny things …
The pillars of disciplined portfolio construction are proven again and again in many market environments. This approach …
You don’t have to sacrifice your values to be an investor in the financial markets
This article is co-written by Nate DeMeo and Pat Brault. In a constantly changing world where information is readily ava…