The last quarter of 2018 has been very volatile for stocks, compared to the last several years of relative calm. This has made many investors nervous and potentially caused them to rethink their investment strategy. However, any investor who is surprised by recent volatility doesn’t really understand the historical movement of stock markets.   It…

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Once we help our clients determine their appropriate allocation to stocks, we generally encourage them to stay invested and ignore short-term corrections. However, if you are trying to decide a good entry point for money that is on the sidelines, certain historical trends indicate that now could be a good time to invest.   The…

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It’s not uncommon for new clients to ask me how I think the market will perform. I guess some people expect their financial advisers to have a unique ability to predict the future. Many advisers will actually offer their opinion about how they believe the stock market will perform in the near future, either because…

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