Today, March 9th, 2020, was a bad day for the market returns. There are four main elements to this story that I want to pick apart…
In recent days, the significant market decline has resulted in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.
We wrote this in 2017 and it remains just as relevant today. In early October 2007, the S&P 500 Index hit what was its highest point before losing more than…
The Coronavirus is scary. Aside from the reasonable health precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause?
Occam’s Razor Newsletter
Occam’s Razor is our take on the latest occurrences in financial planning and the markets. It is named after a principle put forth by 14th century philosopher William Occam, in which he makes the case for explanations that do not go beyond what is necessary for clarity. His “razor”, which shaves off the superfluous, is needed even more today, especially in wealth management.View All