Category: Investments

When people hear the word risk, they usually visualize “dangerous” things like riding a motorcycle, starting a business, or maybe even a high-stakes game of poker. Taking on risk often comes with the potential for reward – in poker, you can never win a big hand if you don’t ante up. In investing, there is [...]

Cancel-culture, sit-ins, social movements, grassroot politics… historically there have been many avenues for people to institute cultural shifts in society. Much of this has been in the public domain, loud enough to generate attention, attract popular press, simultaneously inspire and infuriate differing pockets of the general public. The financial sector has been quieter; taking an [...]

Both the equity and fixed income markets globally have experienced significant drawdowns this year, due, primarily, to inflation. The U.S. equity market is now in a bear market, down approximately 25% from its highs, and the protective role that bonds usually play when equity markets fall has not materialized this year. When equity prices fall, [...]

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

Key Points Cryptocurrencies are created using a distributed peer-to-peer verified ledger known as blockchain. Cryptocurrencies are decentralized, which means they are not regulated, issued, or backed by a central governmental authority or a financial institution. Cryptocurrencies are still in their infancy and display extreme volatility. Additionally, they are speculative since they cannot be objectively valued [...]