Flexible Plan: "I'll See It When I Believe It"
We tend to see too many patterns in the market. We often hold on to beliefs that do not fit the data. And we look for data that confirm our beliefs.
Recent
Morningstar Investment Management: Rising Rates
Clients are nervous but can "make money hand over fist" if your overall position is diversified and open to the possibilities volatility creates.
NovaPoint: Pain At The Pump
If higher prices persist until Memorial Day, it could put a crimp on the travel plans of many Americans looking forward to a post-COVID summer break.
BlackRock: Munis Aren't Invulnerable
Proceed with caution. Despite fading seasonal effects, interest rates are likely to drive near-term performance.
Flexible Plan: Building Stronger Portfolios From The Bottom Up
Using an index that has fallen by more than 50% twice in the last 20 years as a benchmark is ludicrous. Would you really go all in on that approach?
Morningstar Managed Portfolios: What Does Russia’s Invasion of Ukraine Mean for the Market?
Advisors and their clients potentially have the hardest job of all. Our advice is to stay the course. Review your goals. Adjust as necessary.
