Blog

When markets drop, as they did over the course of October 10th and 11th, investors often want to act. Why? They feel the need to take action. But the best action to take is the one that supports your long-term plan. Let’s look at what happened, what investors should expect, and how to respond. What…
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What began as a modest sell-off across global stocks and bonds last week accelerated sharply Wednesday. In one day the S&P 500 and NASDAQ indices lost 3.3 percent and 4.1 percent respectively as the VIX Index, a forward-looking measure of implied volatility, increased by 44 percent. Typically during periods of stress, investors take solace in…
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Traditional physical retail is undergoing a transformation, spurred by the growing popularity of online shopping and social media. How much of your shopping is done online? When was the last time you went to a store? According to a recent article in The Economist magazine 1843, brick-and-mortar stores are still a large component of our…
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Have you read the popular children’s story written by Munro Leaf, The Story of Ferdinand, about a bull that is not quite what he seems? The story’s theme could also apply to today’s bull market. Ferdinand appears to be every bit the fierce, imposing figure that the local matadors covet. Yet while the fellow bulls…
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We invite you to read our Monthly Market Commentary for August 2018. This month’s commentary contains an overview of global markets and a look at economic highlights from the United States, Argentina, and Turkey. You may download our market commentary here.