Blog2025-02-24T14:48:30-04:00

Blog

Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.

Great Investors Don’t Make Unforced Errors

Investment failure is caused by one or more critical mistakes on the investor’s part—unforced errors—that he need never have made. A financial advisor can help. --------- In last month’s article, we reviewed one of the most awful years in American history. This month, we explore how our own human nature causes us to make so many unforced errors. Another All-Time High As I sit down to write this month’s commentary, the S&P 500 is reaching another all-time high, a level of just about 4,100. Given how many new all-time highs I have seen the equity market reach over my 30-year career, I am constantly amazed at how many people still say things like, “I lost money in the stock market.” or, “Stocks are too risky for me.”

By |April 12th, 2021|

Time Capsule of Wisdom – Part 57

Part 57 of Erik's Weekly Video series. Everything is correlated in a crisis and those bonds were supposed to protect you from volatility don't always work as you planned.

By |March 11th, 2021|

Great Investors Know That History Doesn’t End

History demonstrates, quite clearly, the resilience of mankind and our ability to endure hard times and emerge stronger, smarter, and better from them. The End of History and the Last Man was written in 1992, right in the middle of a Golden Age in American history. Our economy was prosperous, and our equity market was directly in the middle of one of the great bull markets in stocks of all time, which started in 1982 and was still going strong. Politically, the Cold War had been won, and Ronald Reagan had accomplished his primary objective of defeating the Soviet Union. The Berlin Wall had fallen, while Western-style democracy and capitalism were taking root all over the world...

By |March 10th, 2021|

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