Global markets have been providing investors a rough ride. While falling markets can be worrisome, maintaining a longer-term perspective makes the volatility easier to handle. A typical response to unsettling markets is an emotional one. We quit risky assets when … Continue reading
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Making the Value of Advice More Concrete and Quantified
What to do in this Panicky Market – Part 2: Tax Loss Harvesting
The sky did not fall. The sun came up this morning. The markets even rebounded! — at least as of the time of this writing at 1:30PM on August 25th. So now what? Rebalancing and tax-loss harvesting… Tax-Loss Harvesting Many … Continue reading
What to do in this Panicky Market
Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They are convinced that the market is going to go down before they … Continue reading
Client Letter: Portfolio Allocation Changes
We completed our regular rebalancing process last week, and you may have noticed some activity in your accounts. In conjunction with this rebalancing, we also made a few changes to our investment policy allocations in light of future expected … Continue reading