STAY ON TARGET

STAY ON TARGET

As a Generation X financial advisor, I was raised on Luke Skywalker, Princess Leia, and Han Solo taking on the Empire with the support of some droids and those adorable little Ewoks. I am absolutely thrilled with the reboot of the franchise for today. I’m one of those...
It’s about time. I was worried the market was broken.

It’s about time. I was worried the market was broken.

Thank goodness the markets corrected last week. The thing can’t just go up and up… and up. The return of volatility is the return to normal. We embrace volatility as the normal operation of healthy markets. In our January client letter we referred to the experience of...
A Lot Happened. Not Much Changed.

A Lot Happened. Not Much Changed.

A lot happened during the third quarter of 2017, but not much changed. The bull market in U.S. stocks continued to charge ahead. Traditional measures of valuation continued to suggest the market is overvalued, but some analysts argued it’s different this time. The...
Little Country. BIG Trouble!

Little Country. BIG Trouble!

North Korea may be a little country, but it can churn up big trouble. The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had investors on the run last week. In the United States, the Standard &...
MINDFUL MONEY PRACTICE: Write a Behavioral Prescription for Yourself

MINDFUL MONEY PRACTICE: Write a Behavioral Prescription for Yourself

The illusion that volatility equals risk causes people to be either too aggressive or too timid with their money in the moment, so they lose out on the opportunity to slowly and patiently grow their wealth over the long haul. Take a few minutes to consider how your...
No One Has a Crystal Ball…

No One Has a Crystal Ball…

But there’s no shortage of opinion. In late 2016, Natixis Global surveyed 500 institutional decision makers representing corporate pension plans, public pension plans, sovereign wealth funds, insurance companies, foundations, and endowments. Survey participants said...