2022Q3 - Quarterly Review & Market Commentary
2022Q3 - Quarterly Review & Market Commentary 13min video After a strong rally early in the 3rd quarter, most gains were given back as stocks slid and yields surged after hawkish actions from the central bank. Let’s talk about the third quarter, our positioning, and our expectations going forward.
The Randomness of Global Stock Returns
2min Video Investment opportunities exist all around the globe – and it’s hard to know where next year’s best returns will appear. In today's video, we discuss the true randomness of global stock returns. Transcript: Investment opportunities exist all around the globe – and it’s hard to know where next year’s best returns will appear.
2022Q2 - Quarterly Review & Market Commentary
2022Q2 - Quarterly Review & Market Commentary 8min video In today’s video, we will review how markets have performed over the last quarter, changes we’ve made to portfolios for some of our clients, provide some historical perspective, and the keys to the market finding a bottom. #markets #investing #financialplanning #stockmarket #commentary #strategy
Four Things To Do Right Now
Markets were surprised this week by higher than expected inflation numbers, causing the S&P 500 to slip into the official bear market territory. In this three-minute video, we review the YTD performance of broad indices, historical performance during and after recessions, and four things to consider doing right now. #investing #bearmarket #stockmarket #financialplanning #recession
The Rewarding Distribution of Stock Market Returns
This video reviews a compelling graph detailing the historical frequency of positive stock market returns. We learn how rewarding the distribution of stock market returns over the last century has proven itself to be for those willing to pay the price of short-term volatility.
2022Q1 Quarterly Review & Market Commentary
2022Q1 - Quarterly Review & Commentary . . . This video discusses the Ukraine conflict, interest rates, inflation, FOMC policy, labor markets, and inflation hedges. gas prices, Most importantly we also cover changes we've made to portfolios over the last quarter and how we are postured for the new year. https://youtu.be/VNe5mb0bsqo