The Macro View

Tactical Diversification in 2020

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  The investment and economic landscapes have undergone a dramatic reshaping in the wake of the COVID-19 pandemic and subsequent severe market volatility.  While the net effect has been damaging, it’s provided investors with ample opportunity to re-explore the diversification of their portfolios.  As investors, we are constantly taught the importance of diversification in an… Read more »


A Few Things We Ought To Trust: Waze, 6-Irons & Our Investment Portfolios

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  What was the last situation where you made an emotional decision only to regret it almost immediately?  Did you trust your gut on a “shortcut” and get stuck in traffic instead of just listening to Waze?  Did you hit your driver and try to carry the hazard instead of laying-up with a 6-iron?  Did you really go into Target convinced you’d spend less than $100 this time?  Well, we’re human beings and that’s what… Read more »


Dividend Paying Stocks Have Appeal But Don’t View Them As Bonds

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  Conservative investors have historically invested in dividend-paying stocks to generate income and increase stability in their portfolios. The ability of these companies to pay a dividend is viewed as a sign of current financial strength and a forward-looking sign of positive expectations for growth and earnings, a perfectly reasonable assumption. However, many investors make… Read more »


A Closer Look At This Market Sell Off

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  The S&P 500 reached a closing high of 2930.75 on September 20, 2018. Since then, significant market volatility emerged, and the S&P 500 has fallen almost 10% in just over a month. As with many abrupt market drops, investors and pundits fear this is the start of a bear market. However, we believe current… Read more »