Month

August 2019
by Jeff Deiss CFP, AEP, Wealth Advisor “Olympic athletes are at the peak of their careers, but even they need rest days to stay healthy.  The markets and the economy are no different.  Sometimes they need to reset from record-setting performance, too.“ Following the recent stock market volatility in May, we wrote about emotional investing and...
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by David Lieberman Managing Partner, Portfolio Manager Last year one of the players on my 9-year-old son’s baseball team was hit by a pitch in the neck and was removed from the game. While initially scary, after some icing and time on the bench he was physically fine. Mentally, however, the event had a more enduring...
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By Dr. JoAnne Feeney Portfolio Manager The recent escalation in trade tensions, following Trump’s announcement that he intends to impose a 10% tariff on the remaining $300 billion of Chinese imports, has sent markets into another downward spiral and pushed volatility (as measured by the VIX) back above 20. A 10% tax on the rest...
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