Thought Leadership Resource Center
“Achieving Clarity in a Complex World”
Market Perspectives – Geopolitical Tensions
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January 2022 turned out to be a very volatile month and one of the worst Januarys we’ve seen in a long time. The volatility was brought on by several factors, but one that we wish to highlight is rising geopolitical tensions.
Read MoreInvesting in Stocks in an Escalating Market Environment – A Few Considerations for Every Investor
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In December 2018, our team wrote a piece called “Losing Money” as a Long-Term Investor. In that article, the primary message was for investors to stay the course with a personal long-term investment plan and to prevent making irrational decisions due to stock market volatility that occurs along the way.
Read MoreOutlook 2021 - The Great Acceleration
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We have frequently thought the word “unprecedented” has been used far too casually to describe relatively ordinary events. This said, 2020 was in the very literal sense of the word, a truly unprecedented year.
Never have governments locked down entire economies to fight a global pandemic. Never have we seen such a rapid bear market – followed by the fastest recovery on record. Never has an effective vaccine been developed in less than a year, and never has one been produced using mRNA technology. The list of astonishing “Nevers” and “Firsts” could go on.
We enter 2021 anticipating successful vaccination programs and the reopening of our economy. Accordingly, we are pleased to share with you Outlook 2021, our core economic thesis for the coming year. Here you will find our expectations, as well as an in-depth discussion of how we arrive at various conclusions.
Read MoreRobin Who? - By James Chapman
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With 2 days left in the first month of 2021, it seems there is no plan in sight to slow down the insane headline trend from 2020. So far this year has brought us a run on the capital, another attempt at impeachment, an inauguration, and that brings us to this week. In what some have coined “The Reddit Revolt” we have witnessed a never before seen intersection of social media and the financial markets. Seemingly every time you open your phone to look at Twitter, Instagram, even Tik Tok at this point, you cannot avoid headlines about Gamestop, AMC, and a few other individual stock names. Millions watched their screens as we saw these positions absolutely soar to levels that had even the most astute financial professionals scratching their heads. Given the inquiries we have already fielded regarding these happenings this article will seek to lay out what happened, how it happened, and what lessons it may have produced.
Read MoreOutlook 2021 Webinar Part 3 - An Inflection Point in Disruptive Technology
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Outlook 2021 Webinar Part 2 - A Robust Recovery and The Next Normal
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Outlook 2021 Webinar Part 1 - What 2020 Taught Us
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Post Election Webinar
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October 2nd Special Market Update
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Just when we thought this crazy year could not possibly become more chaotic, we receive the news that the President, the First Lady, and a senior aide tested positive for COVID-19. Of course we wish the President, and the others, a speedy recovery. With the elections on 32 days off, it is nearly impossible to predict how the President's diagnosis will impact the election and the markets.
Read MoreThe Apex Advisor - You Can't Win a Race by Going Backwards
/The CARES Act rule changes giving easier access to retirement funds will certainly act as a much needed lifeline for many Americans in desperate need. For those that are not in dire need for short term funding, however, taking advantage of the ability to access retirement funds without penalty can be expected to have tremendous negative effects on a retirement savings plan. It would amount to shifting a race car into reverse during a race.
Navigating Markets During Viral Outbreaks
/We have began to receive calls from clients wanting to know how their portfolios are positioned for the ongoing Coronavirus outbreak. It’s a fair question, anytime there are headlines making waves like this has it is an important pause point to make sure all your bases are covered.
Read MoreThe Potential Pitfalls of Big Data
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What do avocados, Superbowl Champions, and Sports Illustrated Swimsuit models have in common? They all have been used to predict market performance. With the increasing availability of computing power, financial experts are increasingly using big data to draw observations / trends. While this has produced some pretty important concepts, it has also introduced many eye rolling observations. In this post, James Chapman brings readers through some of the more odd indicators, and some of the potential pitfalls of big data.
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