Financial and social media can leave investors with an overpowering feeling that there’s something missing in their portfolios. Our approach seeks in many ways to counter those pressures. And there actually are many oft-championed exposures that we purpos

On July 19, late-day headlines spoke of “carnage” during that day’s equity market “rout”. “Plunging” indexes prompted scary thoughts of impending market doom. And an evening walk around the neighborho

In our advisory work, we find two perspectives provide the basis for determining a level of exposure to investment risk appropriate for each client: capacity to take on investment risk and willingness

The relative performance of our favored equity characteristics have set a few records over the past year, with small-cap and value-oriented stocks having found renewed favor among investors. Perhaps that should not come as a surprise,

We long ago learned that adhering to an existing plan, seeking to make adjustments only where truly necessary, remains the smarter course for achieving investment success. Often, that means retaining an investment strategy when it can feel the most unc...

The rule that all investing carries risk applies even to bonds. The negative price impact of rising rates over the past few months proves that case well. Even so, bonds in our view remain a fine compliment to equity exposures for those wishing to dampe...

Even without the pandemic or the U.S. election, market returns alone would have made 2020 an abnormal year. Adding to their peculiarity, though, was the fact that global equity markets at one point in 2020 had lost a third of their value from a prior p...

For a moment, you’d have thought there were no other stocks in the world. Though a handful of names were caught up in what’s proved so far to have been a short-lived frenzy, one dominated headlines. And by dominated,

Amidst a year of unprecedented turmoil, the domestic stock market experienced what may in hindsight be considered its requisite volatility. U.S. stocks saw two separate declines of 5 percent or more, and a maximum decline of more than 34 percent from a...

Now that the presidential election has passed, seems investors have turned their collective gaze toward many stocks otherwise forgotten earlier this year. Smaller-capitalization and less-expensive stocks have strongly outperformed over the past few mon...