STAYING THE COURSE: HANDLING MARKET DECLINES
No bull market can run forever. Market volatility, including
corrections and bear markets, are not uncommon and can
be expected to occur throughout an investor’s lifetime. They
can be healthy, restoring a level of value and opportunity to
previously lofty markets.
HOW CONCENTRATED IS THE MARKET NOW?
COVID-19 is responsible for unique market trends this
year. Large growth companies continued to outperform
their smaller, value-oriented counterparts, but did so at an unprecedented rate.
ARRESTING ECONOMIC GRAVITY
The market confirmed that the government fiscal and monetary intervention has been successful in arresting economic collapse. Following the March lows, both the S&P 500 and Dow posted their best one-month gains since 1987. Year-to-date losses were nearly erased by early June. Investors are looking past the immediate economic damage towards better prospects in 2021 and beyond.
BIG DATA: POINT, COUNTER POINT & COMMENT
Big data is a term used to summarize the collection and analysis of massive amounts of information. Organizations are getting progressively more skillful in using big data.
TOP QUESTIONS TO ASK YOUR REGISTERED INVESTMENT ADVISOR
Are you a fiduciary?
Yes, we strongly believe in acting as a fiduciary for our advisory clients by making decisions based solely on what is in their best interest.
Are your fees itemized and disclosed in writing?
Our fees are disclosed prior to a client hiring us. In addition, we send out itemized billing statements each quarter to maintain complete transparency.