Tag Archive for: investing

The Enduring Case for Global Diversification

“The four most dangerous words in investing are: ‘This time it’s different.’” –  Sir John Templeton For over a decade, U.S. stocks dominated global markets with the S&P 500 delivering 14%+ annualized returns through 2024. Many investors abandoned international diversification entirely. Then 2025 arrived. International stocks returned 19% in the first half alone, with the […]

Understanding the Gap Between “Hard” and “Soft” Economic Indicators

You’re driving to an important destination using your trusty GPS when construction forces an unexpected detour. You begin to wonder, “Are we still on the right track? This doesn’t look familiar!” Meanwhile, the GPS calmly announces “Recalculating route” and continues providing reliable guidance. You now have two sources of information to consider: the emotional reaction […]

The Market, Doing Its Job.

The market still works, and the volatility we see isn’t chaos…it’s clarity.

Markets in Motion – Managing Through Volatility

When investing in uncertain times, maintaining discipline, perspective and optimism on the journey is key.

Navigating the Tempest

In the tempest of social, fiscal and global uncertainty, as financial stewards, keeping a level head and clear-sightedness is our opportunity and responsibility to stay on course to care for our financial houses.