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Still, what do you do if it feels as if your investments have been underperforming? It helps to lead with this key question, to decide if the impression is real or perceived: How am I doing so far … compared to what?

Are crowds wise or delusional? The answer is yes to both, and this paradox has helped shape our investment recommendations through the years.

By targeting well-crafted financial goals, we can better aim your overall investment strategies and selections.

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. 

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.

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

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.

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.

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.