Experiencing extreme downside volatility can feel like life’s handing you a whole lot of lemons, even if it is a normal occurrence. However, these periods can also afford us the opportunity to make lemonade!
We just completed our 13th Annual Economic Outlook Webinar for 2021. It’s our favorite event of the year! Even though we could not be together in person over a lovely breakfast, it was a pleasure connecting with those of you able join us virtually! If you missed it, fear not! The video replay is available as is our popular Asset Class Returns Quilt for 2021.
Wishing you a Happy New Year feels like a remarkable understatement. Don’t worry - I won’t subject you to a rehash of 2020 and the incredible challenges the year brought. I will, however, point you to a few interesting tidbits that hopefully frame a better 2021 and beyond.
The end of the year is fast approaching (although some would say 2020 can’t finish fast enough!) But, there’s still time to make moves to improve your financial plan and tax situation before the calendar turns. We’ve got you covered with our 2020 year-end planning guide.
At the start of 2020, the major challenge for investors was navigating the uncertainty revolving around the coming presidential election. Well, we got plenty of that PLUS a worldwide pandemic thrown in for good measure! We could talk about the economic ups and downs of 2020 all day long, but looking at the economy through charts often tells a story in ways words cannot. So, please enjoy our “Fall Chart-a- Palooza.”
Never interrupt compounding unnecessarily. Psychological and behavioral biases may cause investors to make decisions with their portfolio that have a negative impact on their long-term investment success. Here's what to do about it.