“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – Jack Bogle "In investing it is never wrong to change your mind. It is only wrong to change your mind and do nothing about it." – Seth Klarman The month of May was much more interesting than the tepid … Read More
Monthly Stock Market Review – April 2022
"In a correction, other people's stocks go down, in a bear market, your stocks go down.” - Alan Abelson "Down cycles are not fun. But they form the basis for enormous future profitability.” - Steven A. Schwarzman Bad. That is the only word we have to describe the markets we follow for the month … Read More
Monthly Stock Market Review – March 2022
“The market is a pendulum that forever swings between unsustainable optimism and unjustified pessimism." - Benjamin Graham March was quite the interesting month for investors. After a poor start to the year in January and February, the equity markets posted positive gains for the month, with the … Read More
Why Your Tax Advisor and Financial Advisor Should Work Together
Personal finance is a subject many of us don’t spend much time thinking about. We might have an accountant who prepares our yearly tax returns and a financial advisor who guides us with our investments. An attorney may assist with issues such as a home purchase and setting up a basic will. Later in … Read More
Monthly Stock Market Review – February 2022
"The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them. Stand by your stocks as long as the fundamental story of the company hasn't changed. People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences." - … Read More
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