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Should You Be Worried About Your Bonds?

Ever hear the old adage "sell in May and go away," warning investors to sell their stock holdings in May to avoid a seasonal decline in equity markets? While this approach to stock investing is not a prudent method to enhance long-term stock performance, does this adage apply to bond holdings?

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Who's Driving the Bus? A Return to Volatility in 2018

After an historically calm 2017 where progressively better and better news on the economic front led to surging global stock markets, January 2018 witnessed a massive blow-off rally in stocks. However, February saw equity prices give back all of January’s gains. Read the market recap here.

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Banner Investment Year in 2017: But What Does that Mean for 2018 Outlook?

Looking back at 2017, it was the best year for stocks since 2013. But what does the strong markets of 2017 mean for the 2018 outlook? Let history be our guide.

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Market Review: A Look Back at 3Q2017, a Look Forward to Next Quarter

Through the first three quarters of 2017, the benefits of global diversification have paid off for patient and disciplined investors. Learn more plus look ahead

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MCWS Answers Two Common Questions Raised by Investors

Answers to two very common questions posed by clients about the current financial market.

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The Meaning of French Election for Investors

On May 7, 2017, French voters will choose between Macron and Le Pen. How does this election impact investors?

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Message to Investors: Avoid the ‘Noise’ of the Headlines, Focus on Market Fundamentals

This is a review of some widely-held assumptions and an evaluation of whether investors could have benefitted by positioning their portfolios accordingly.

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What a Former Executive Can Teach Us about Investor Behavior: Parallels in Patience

#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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Election Huddle

Managing Election Day Anxieties about Your Investments

People have asked me in recent weeks whether they should make changes to investment portfolios as a result of recent developments in the presidential election.

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