diversification

Is It Time for Inflation Risk?

There has never been a shortage of controversial financial topics making headlines, and today is no different. Current newsmakers include cryptocurrencies, GameStop, SPACs, and nonfungible tokens. However, the item that concerns most prudent investors is the recent rise in inflation.
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Quarterly Commentary, Q3 2020

The third quarter saw equity markets continue their recovery from the March 23rd lows. International small company stocks (per the MSCI EAFE Small Cap Index) led the way, returning 10.25% for the quarter, followed by emerging markets (per the MSCI EM Index) with a 9.56% return.
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Quarterly Commentary, Q2 2020

The second quarter 2020 saw a significant rebound in equity markets following the jolting declines in the first quarter. Domestic small company stocks (per the Russell 2000 Index) led the way with a return of 25.42%, followed by the S&P 500 with a return of 20.54%.
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Quarterly Commentary, Q1 2020

To say that equity markets had a challenging start to 2020 would be an understatement. The record highs reached in mid-February by the S&P 500 seem like a distant memory after the 30% drop in March – the quickest decline from a new high ever recorded.
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4 Tips for Investing After an Election Season

Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
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