Blog
We are always engaged in financial research and we periodically present our findings to our clients.
How Loss Aversion and the Sequence of Returns Impact Investors
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably...
Inflation is still one of the biggest risk factors we’re watching this year
While inflation is still well below its 2022 peak, the data shows that the fight toward 2% still has pretty far to go. Annual inflation has stubbornly remained above 3%, and...
The Cycle of Fear, Greed, and Shrinking Returns
$100 is on the table, and you have a choice. You can choose to receive $50 or flip a coin. If you choose the coin toss and get heads, you get $100. If it’s tails, you get...