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Personal advice and wealth management.

A Conversation on "Staying the Course" Thumbnail

A Conversation on "Staying the Course"

Did the tough days in the stock market that we experienced in March tempt you to bail out and go to cash? Seeing a sharp decline in the value of your portfolio is very painful. Experience suggests long-term investors should remember that “time in the market beats timing the market.” For some historical perspective, keep reading for a conversation with a hypothetical client named Gloria about “staying the course.”

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For a Time Such as This Thumbnail

For a Time Such as This

Social distancing to avoid the coronavirus will give us back time we might have spent elsewhere. But in a few months (we hope it's only a few), we will have gotten through this. You will look back at how you spent the extra time you were given. What will you remember? Being paralyzed by fear and cooped up in your home?

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