A Quick Brexplanation

By Sam Swift, CFA, CFP® I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be … [Read more...]

The January Blues

By: Sam Swift, CFA, CFP® January was a poor month for stock markets. U.S. stocks as measured by the S&P 500 were down almost 5% and there was no respite to be found globally as international markets had similar declines. Even those numbers don’t tell the entire story as all of the damage was … [Read more...]

Eight Principles to Focus On

By: Sam Swift, CFA, CFP® In times of significant stock market declines, it’s good to step back and remember a few key principles. This is normal Over the past century, U.S. stock markets have experienced a drop of 10% about once per year on average. They experienced a drop of 20% about … [Read more...]

The Secret to Stock Market Returns

By: Sam Swift, CFA, CFP® There’s a lot of talk in the financial world about what an election year might mean for stock markets. You’re likely to hear that election years tend to underperform relative to the long-term average and that the real time to be invested is in the pre-election … [Read more...]

August was not the best month for the stock market

By: Sam Swift, CFA, CFP® August 2015 was not the best month for the stock market. In fact, we just went through the 35th worst month of the past 50 years. This is not something I knew off the top of my head, by the way. That would be borderline psychotic. Actually, I thought it would be … [Read more...]


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Home Bottom #3 Widget

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