Six Ways a Recession Resembles a Bad Mood

February 27, 2023 |Eddy Mejlholm

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. 

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How Do We Choose the Funds We Use? Step Five: Manage the Modifications

February 13, 2023 |Eddy Mejlholm

While it’s important to adhere to a long-term investment outlook, even an evidence-based portfolio is expected to evolve over time. New studies can change or add to our existing assumptions, with portfolio construction models evolving accordingly.

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How Do We Choose the Funds We Use? Step Four: Personalize Your Investments

February 06, 2023 |Eddy Mejlholm

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.

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How Do We Choose the Funds We Use? Step Three: Inspect the Packaging

January 30, 2023 |Eddy Mejlholm

These days, there’s nearly no end to the shiny packaging in which product providers can wrap their offerings. Selecting the most appropriate structure—or structures—for your unique circumstances usually involves substantial due diligence.

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How Do We Choose the Funds We Use? Step Two: Identify the Best of the Best

January 23, 2023 |Eddy Mejlholm

As your advisor, we believe we add considerable value through our upfront and ongoing due diligence. We aim for a prudent balance between incorporating important innovations, without creating chaos.

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How Do We Choose the Funds We Use? Step One: Eliminate the Ineligible

January 17, 2023 |Eddy Mejlholm

The market’s volatile reactions to it all may have left you wondering whether, this time, seemingly heightened risks call for a higher-alert approach to your investment selections.  

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Back to the Investment Basics Part 5: Patience and Personal Persistence

December 27, 2022 |Eddy Mejlholm

The market is like an ocean: endless, ever-changeable, enduring. Since there’s no way you can control this greater force, how you choose to navigate it should be focused on your particulars.

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Back to the Investment Basics Part 4: The Price You Pay Matters

December 13, 2022 |Eddy Mejlholm

We caution against trying to predict a stock’s next price based on the numbers at hand. But it helps to know those numbers are not drawn out of thin air.

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Back to the Investment Basics Part 3: Our Marvelous Markets

November 29, 2022 |Eddy Mejlholm

This illustrates why markets will always be messy and confusing at a close-up view. Only as we zoom out can we track our progress, in the shape of an upward line of market returns over time and across the long haul.

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Back to the Investment Basics Part 2: First Save, Then Invest

November 15, 2022 |Eddy Mejlholm

When was the last time someone reminded you how incredibly powerful it can be to simply keep adding new money to your accounts, no matter what the market is doing?

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