April 2022

U.S. equities broke their quarterly winning streak, declining for the first time since the depths of the pandemic. The S&P 500 notched its first quarterly setback since Q1 2020.

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May 2022

Last month, we discussed equity markets finding their footing amidst the pervasive negativity roiling through financial markets in early March. Well, that toehold was not strong enough to push us higher through April.

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May 16, 2022

The major U.S. equity indices moved lower once more last week – though they regained roughly half of their losses in Friday’s session to cap the volatile week. The S&P 500 has now dropped for six straight weeks, its longest losing streak since 2011.

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Sometimes Analogies are Just Easier to Understand

Imagine that I have successfully persuaded you to manage my money. Specifically, I have convinced you to construct a portfolio for me of residential real estate located exclusively within your home town…

The Dividend

Dividends can be quite impactful on total return. In fact, from World War II through 2019, roughly 40% of the S&P 500’s total return can be attributed to dividends. They are clearly an important component of total return…

More or Less is Better Than In or Out

Most Americans now get their news from social media, which is probably not the best straight news source. For the few of us left that don’t, we most likely consume news from sources that speak to our own points of view. Most of us would rather see the world through a comfortable lens…

This is How Cash is Supposed to Work

Few would argue with the premise that the most basic principal of successful investing is buying low and selling high. Yet the actual execution of this most basic principal is far more challenging than many realize. The concept seems obvious, doesn’t it?…

Risk

What is risk? It’s subjective, really, isn’t it? An “in the eye of the beholder” sort of thing. Perhaps Justice Potter Stewart’s opinion on obscenity best describes our understanding of risk – “I know it when I see it.”  But do we?…

The Fox and the Hedgehog

The ancient Greek poet Archilochus wrote, “the fox knows many things, but the hedgehog knows one big thing.” The fox has clever ways to ensnare the hedgehog. Each time, the little hedgehog rolls up into a prickly ball, creating an impenetrable defense to the fox’s nefarious efforts…

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