Newsletters2025-01-04T07:54:08-05:00

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Current Market Conditions and Asset Allocation

November 19, 2019 | With the stock market at an all-time high and returning 24.5% so far this year, I wanted to bring up a question that I’ve been asked multiple times over the years: Should my portfolio ever be 100% allocated in the stock market?

Current Market Conditions and Value Investing

October 7, 2019 | I can’t say I’m surprised to read the skeptic view on value investing given it just had its 6th worst drawdown ever. However, something odd happened 4 weeks ago.

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