INSIGHTS
This Will End Badly
By: Matt Garrott It’s clear that 2018 will not be a repeat of 2017. Low volatility, a steady march up and to the right, and a general disregard for headline risk were last year’s calling cards. 2018 seems jittery by comparison, but is actually a more [...]
Markets in “Turmoil”
By: Matt Garrott The stock market fell back to earth at the end of February as CNBC trotted out its ‘Markets in Turmoil’ chyron. For all its gyrations, as of the end of February the S&P 500 was up about 1% for the year – hardly [...]
Investors’ Biggest Concern Right Now Should Be Their Own Behavior
By: Mark Weiskind The S&P 500 was up 5.7% in January, after a 20%+ year in 2017. But instead of enjoying this pleasant surprise, everyone seemed to be wondering if things were going too well. Market volatility is historically low. When will it snap back? The [...]
Market Commentary: Year-End 2017
By: Matt Garrott What Happened in 2017 Experts predicted that 2017 would be a difficult year for investors. Looking back, they are now calling it an easy year. All investors had to do was stay invested, but how ‘easy’ was that? Half of a year-end Barrons [...]
Now What?
By: Matt Garrott Everything went according to plan. Now what? After a lifetime of saving, it can be difficult to justify spending on things that we once considered frivolous. Meir Statman recently wrote a paper for the Financial Planning Association titled “Are Your Clients Not Spending [...]
Social Security: A Primer
By: Franco DiLiberto The Social Security Act was signed into law by President Roosevelt on August 14, 1935, as a social insurance net to protect the elderly from old age, poverty and unemployment. Today, more than 93% of American workers pay into and are covered by [...]