Our Ponte Vedra, Florida wealth advisor, Beverly Whitman CFP® CPA, recently spoke about financial literacy at the Women Empowering Women group. Story: https://pontevedrarecorder.com/stories/women-empowering-women-grows-in-popularity-among-local-professionals,14171
2Q21 Market Review
Our 2nd quarter 2021 market review is now available, here
YOLO, Meme, and EMH: What’s Your Investment Style?
By: Marlena Lee, PhD, Global Head of Investment Solutions, Dimensional Fund Advisors You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards. They made headlines with their “short squeeze” of GameStop (GME), … Continue reading YOLO, Meme, and EMH: What’s Your Investment Style?
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
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
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
When Rates Go Up, Do Stocks Go Down?
Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. Read More
What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?
Dave Butler from DFA offers a sports example to help investors apply discipline in a stressful market. Read More.
Recent Market Volatility
The market events of January 2016 provide an opportunity to examine several questions important to investors and revisit some fundamental principles of investing in capital markets. Read More.