Author Archives: megan

In 1897, when false rumors of his death circulated, Mark Twain was quoted as saying “The reports of my death are greatly exaggerated.” In a similar manner, recent media rumors of a double-dip recession have been significantly diminished as data released yesterday shows that the U.S. economy is not dead either with the 3rd quarter [...]

As a client with investments in our Managed Accounts, we wanted to give you a quick overview on our positioning with the current market decline and volatility that has been present since the first of August. As you may have noticed, we have been rotating some of our sectors the past couple of months as [...]

2008 all over again? The month of August has been an interesting time to be an investor. U.S. stock markets have had 6 days (as of Aug. 18th) with moves of 4% or greater—both up and down, with some of these wild swings happening on consecutive days. What causes stock prices to drop 5% one [...]

It is natural to be concerned about what is currently going on with the markets over the past week. However, in times such as this, it is important to not become an emotional investor that leads to quick, irrational investment decisions. As of this writing (Aug. 3rd), we aren’t even experiencing the worst pullback since [...]