2022 served as a helpful reminder to many as to why international stocks typically belong in a well-diversified and well-designed investment solution. While international markets were still down in 2022, thankfully they were down less. We don’t know what will happen as we enter 2023. Thankfully, we are not in the business of guessing what will happen in the short term. We are in the business of building efficient portfolios in line with client goals, and for most individuals, this should include the diversification benefits that come from international markets.

When the final GDP numbers are published, and assuming they are as negative as forecasted, the headlines will ring out – “We are in a recession!” There will be a lot of debate about the definition of a recession, when it officially begins, how credible the numbers are, etc. For us as investors, however, it is more important to ask, “So what? If we are in a recession, what do we do?”

We are definitely experiencing a correction as markets are down by over 10%. And this includes both equities and fixed income, a feat that doesn’t often happen! So, what should an investor do?

Q1 2022 certainly saw an eventful market. Read our full commentary on Q1 2022 here.

February certainly saw an eventful market. Read our full commentary on February 2022 here.

Markets have experienced some wild gyrations these past few days with Russia’s invasion of Ukraine. How have markets fared in past world conflicts?

With fears circulating about rising inflation, we look back at historical US inflation rates, the current economic environment, and three possible causes for concern.

Around this time last year, COVID-19 was officially declared a global pandemic and the markets plummeted 30%. We reminded our clients and readers at that time to focus on the bigger perspective. Now, one year later, we can see the market correction in a larger context. What lessons should we learn?

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.

How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

With the holiday season, there is often increased anxiety and stress, yet it is a time when we are encouraged to have gratitude.

Should you change your investment allocation with the upcoming election? Let's take a look at historical & current data of markets & politics.

With coronavirus and the volatility of markets like this it is easy to get queasy. We must continue to keep our eyes on the horizon and embrace the swells.

Here are some interesting pieces of data to help us all step back and perhaps see a bigger picture of the financial markets.

COVID-19 has been declared a pandemic by WHO, and the reactions to the virus have caused the financial markets to take a big hit.