October 2020
Timeless Commentary
Recency bias is examined while comparing the correlation between the market and the economy. The question of when to get in or out of the market is often examined by investors - the goal is to avoid binary outcomes to produce less...
October 2019
Timeless Commentary
In the realm of investing, volatility brings opportunity. Weighing risk vs. reward is an essential component of successful investing.
July 2021
Timeless Commentary
The U.S. stock market continued its relentless move higher. Having posted its best 12 month return in more than 30 years last quarter (56.36%), the S&P 500 Total Return Index cooled off only slightly, recording a 40.33% return for the 12 months...
April 2019
Timeless Commentary
Consistent repeatable growth in earnings can sustain consistent, repeatable growth in dividends. In a marathon, consistency is a hallmark of success. Some may enjoy the excitement of being the hare, but we all know that the tortoise wins the race.
July 2020
Timeless Commentary
Tandem’s “One Big Thing” is to act as a hedgehog – having patience in a volatile environment. It can be tempting to move money around for short term gain but staying the course will pay off in the long run.
January 2019
Timeless Commentary
The well-known matter of buying low and selling high is often oversimplified. When dealing with volatile markets, exercising quantitative disciplines increases the likelihood of profitable returns.