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Behavioral Finance
The formula for happiness: Wanting what you have
What if I told you that there’s a formula that is exceedingly easy to remember and could positively impact almost every decision you make? What if I told you that there is a formula for happiness?
Market Outlooks
Weekly Wire: The US continues to lead the global equity market race
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When it comes to the global equity market race, well, it hasn’t been much of a race. With US equities – as measured by the S&P 500 Index (S&P 500) – up 254% over the past 10 years and 18% in 2019 vs. developed international equities – as measured by the MSCI EAFE Index – up 74% and 10% and emerging international equities – as measured by the MSCI EM Index – up 90% and 7%, respectively, through the end of August.
Market Outlooks
Weekly Wire: Was that big market drop really so big? Why context is key.
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Context is key to analyzing and understanding the economy and markets and making informed decisions that lead to successful investment outcomes. Nowhere is context more important than near-term stock market moves, particularly when it comes to the Dow Jones Industrial Average (the Dow).
Market Outlooks
Weekly Wire: Don’t get down if the markets aren’t dancing in September
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It’s been a positive – if somewhat bumpy – year for US equities, with the S&P 500 Index (S&P 500) up about 17% in 2019, despite pullbacks of about 7% in May and August. The robust performance of the US stock market isn’t surprising given the US economy has grown about 2.5% year-to-date, corporate profits are up year over year (albeit modestly), unemployment is low, consumer confidence is high, and inflation is muted.
Market Outlooks
Weekly Wire: One thing we are NOT worried about today
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There are many issues that have investors concerned as we are set to say goodbye to summer, including a flat to partially inverted yield curve, deteriorating US/ China relations, and a slowdown in manufacturing activity in the US and around the world. As we previously wrote, we don’t believe the yield curve is indicating a recession is imminent and we do believe the US and China will eventually solve for trade, an outcome which should prove to be a positive catalyst for manufacturing globally.
Market Outlooks
Weekly Wire: It feels like Groundhog Day… Bill Murray, trade, tariffs, and the markets
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In the film Groundhog Day, Bill Murray plays TV weatherman Phil Connors who, against his wishes, is sent to report on the annual Groundhog Day event in Punxsutawney, Pennsylvania and, while there, relives Groundhog Day again, and again and again with an eye toward his having the perspective and the time to become a better person, which he eventually does.
Market Outlooks
Weekly Wire: Bizarro bonds – guaranteed to lose you money, and not just in a comic strip
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Fans of Superman – or Seinfeld – may be familiar with Bizarro World, a cubed planet far out in space that is inhabited by imperfect duplicates of Superman, Lois Lane, and their friends. In a nutshell, on Bizarro – relative to earth – up is down, hot is cold, good is bad, and beautiful is ugly.
Behavioral Finance
There is never a good time to invest
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Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Market Outlooks
Weekly Wire: What did the Fed just do? Why? What comes next?
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Last week, the Federal Open Market Committee, the monetary policymaking body of the US Federal Reserve (Fed), met and announced it was lowering the Federal Funds rate by 25 bps (the first interest rate cut in more than 10 years) to a range of 2.0% to 2.25% and ending the runoff of its $3.8 trillion asset portfolio. Before we examine why the Fed took these two very important steps to support the US economy, a bit of background.
Behavioral Finance
The 5 money maps
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It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.
Human Capital
Millennials are distracted by technology: Moving beyond the stereotypes
Technology is not truly a distraction to millennials, but rather the infrastructure for much of their lives. Use it to your firm's advantage.