Q3-2017 Quarterly Context Webinar
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Q2-2017 Quarterly Context Webinar
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But why bother with a bun?

Some time back, a fast food chain ran an advertising campaign featuring a study group of meat and cheese lovers.  In the ad, the facilitator explains company’s new burger, and one of the test attendees indicates that he’d rather only have the tastiest part of the meal when he answers “I like the meat and cheese part, but why a bun?” Investors also sometimes ask themselves “Why the bun?”, however the question…

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Financial literacy education
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Q1-2017 Quarterly Context Webinar
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What is the right path to get there?

After 8 years of positive market returns and increased uncertainty in politics, should you be more worried about market fluctuation risk? Is it “different this time” and should you be more conservative as an investor? It is common to feel nervous and have questions questions at this point in a market cycle and when the Oval Office has changed hands. It may make sense to make a change if you…

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Q4-2016 Quarterly Context Webinar
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Want to improve your returns? Keep your finger off the button.

It’s a new year and president, and with that comes uncertainty and many opinions about the direction of the investment markets. What’s key to remember is that uncertainty is nothing new. Studies suggest that despite major political and economic events that can impact returns in unpredictable ways in the short-run, it’s better to keep stay away from the panic button if you want better long-term results. A recently updated Dalbar,…

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