Our 2nd quarter 2020 market review is now available, here. Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets. Value stocks underperformed growth stocks, and small caps outperformed large caps. REIT indices underperformed equity market indices in both … Continue reading 2Q20 Market Review
Don’t Let a Recession Faze You
In the past century, there have been 15 recessions in the US. In 11 of those instances, stock returns were positive two years after the recession began. • Investors may be tempted to abandon equities and go to cash when there is heightened risk of an economic downturn. • But research has shown that stock … Continue reading Don’t Let a Recession Faze You
Advisor Services
"Highland Investment Advisors provides a turn-key asset growth program to help independent financial advisors build fee-based practices. We empower reps to be their client’s Chief Investment Officer (CIO) and eliminate back and middle office headaches."Adam S. Drake, CFADirector, Advisor Services schedule a call OVERVIEW Your time as an advisor is best spent strengthening current relationships … Continue reading Advisor Services
Investment Management
Our Core Beliefs About Investing Diversify Globally. We believe diversification among and within asset classes in order to manage risk is prudent. Successful investing means not only capturing risks that generate expected return but reducing risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and … Continue reading Investment Management
Financial Planning
We approach each client engagement with an open mind and no preconceived notions of what you should or should not do. We are objective advisors with no agenda but yours. This is why we listen first and perform thorough and efficient fact finding. By asking the right questions, we achieve clarity about our client’s goals. Through an unfiltered, open … Continue reading Financial Planning
Covid-19 (Coronavirus) update
Please see our Covid-19 (Coronavirus) update here.
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But how often have the stock market’s annual returns actually aligned with its long-term average? Read More
1Q19 Market Review
Our 1Q19 Market Review is available here & archives are here
2018 Annual Market Review
Our 2018 Annual Market Review is available here
2017 Market & Economic overview
Our 2017 Market & Economic overview is available here.