by Dan Russo, CMT | Sep 29, 2022 | Advisors, Dan
In our post in March of this year, “Is Volatility Always Bad?” we covered a number of topics, particularly how elevated volatility levels have historically indicated favorable returns over the following quarter following periods of extreme volatility. Additionally, we...
by Dan Russo, CMT | Aug 25, 2022 | Advisors, Dan
For many professional money managers, the reality of remaining invested in the capital markets across market cycles can be both comforting and daunting. Clients large and small often have Investment Policy Statements (IPS) and other formalized objective statements...
by Potomac | Aug 11, 2022 | Advisors
When it comes to investing, there is never just one story. And if the S&P 500© had a book coming out next week, it would be titled “One strategist may not be getting the job done.” During downturns, all advisors eventually learn the market is everything but...
by Dan Russo, CMT | Jul 28, 2022 | Advisors, Dan
Since the early beginnings of capital markets, investors have been drawn to buying assets that have decreased in value in the hopes that “what goes down, must come up.” While this statement can be true, particularly over very long-time horizons, many investors often...
by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Dan Russo, CMT | Jun 30, 2022 | Advisors, Dan
The phrase “stock picker’s market” is often presented as a known fact rather than the platitude that it simply is. Many active managers will frequently cite that the market environment is conducive to picking stocks, without citing much (if any) evidence other than...
