Our concerns have not changed that the rally may be temporary euphoria, but it should be clear to you why we don’t promote market timing. If anyone can consistently synthesize all the necessary factors to get you in and out at exactly the right time (and all known empirical data suggests that person has not yet been born), it is not us. Fortunately, such timing is not necessary for long-term financial and investment success. What is necessary is a disciplined plan driven by your needs and goals. The role of an advisor is to help you maintain the discipline through violent market swings and rebalancing as needed.
Recent posts:
Riding the Wave: How the Smart Money is Investing in 2024
Riding the Wave: How the Smart Money is Investing in 2024 After an above average year for markets in 2023, investors are looking for signs of what 2024 has in store. They have many factors to consider, including the growing debt level, the rate of GDP growth, and the upcoming US elections. With all of…
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Increasingly Creative Scams
Remember the smooth attorney representing a Nigerian prince, who wanted you to help him launder millions of dollars? All you had to do was send him a few thousand bucks and before long you would be receiving bales of hundred dollar bills in the mail. Would that today’s scams were so easy to spot. With…
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New Highs. Now What?
New Highs. Now What? We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. Many investors who have a worrisome mindset will think that means that there’s a high likelihood that we’ll see a downturn in the near future. The markets have nowhere to go…
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