Sound Fundamentals

Why does the stock market keep going up and setting new highs when there is so much turmoil domestically and internationally? That’s the most common question we hear from advisors and clients and it comes up in almost every single discussion.

Want A Raise? You Might Have To Quit.

The last time unemployment was this low was in the 1990’s.  Yet pay raises for employees have yet to be commensurate with the economic recovery.  Speaking to a number of business clients over the past few quarters they have begun to experience employees quitting for greener pastures. Here’s why.

Are you Suffering from FOMO?

Some investors are experiencing FOMO (Fear Of Missing Out) and are buying shares of Facebook, Amazon, or even Bitcoin “before it’s too late.” But an implication of FOMO is that investors ought perhaps to be moving in exactly the opposite direction – towards value.

Things I Worry About

There’s certainly no shortage of things to worry about, as we are frequently reminded.  But most of the issues are fairly widely recognized and are clearly on the to-do list of policy makers. 

So You Think You’re Diversified?

Theoretically, the S&P 500 would be a good diversification tool if it owned equal amounts of each company.  In practice, however, this is not the case as the S&P 500 is not an equal-weighted index.