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Reality Check: PANIC 2020: This Too Shall Pass

3/9/2020

 
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In this month’s Reality Check, we wanted to bring the coronavirus outbreak into perspective.  We hope that you find this month’s commentary helpful.

If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  
contact us.

Reality Check: "Déjà vu all over again"

2/4/2020

 
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In this month’s Reality Check, we wanted to address the recent outbreak of coronavirus and its impact on the developed world; more specifically the impact on the market.  We hope that you find it helpful. 
 
If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

Reality Check: Politics & Investing

12/4/2019

 
For this month’s Reality Check, we offer Nick Murray’s timely and insightful commentary from his most recent newsletter to Advisors. The “Client Corner” portion of his newsletters is directed to individual investors and cover a vast array of topics. His writing style is always very entertaining and I hope you enjoy this month’s piece.

Due to copyright restrictions, this cannot be made available through our website.  In  the order to receive a copy of this piece, you will need to contact us directly here.  

If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

A Tale of Two Decades: Lesson for Long-Term Investors

9/13/2019

 
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Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline.

Reality Check: Trade War Hysterics

8/15/2019

 
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Every month, our firm sends out a Reality Check to our clients. The topic varies month to month, but it typically covers various aspects of behavioral investment counseling and financial planning. On the heels of the recent volatility over the past week, we thought it would be useful to provide a few paragraphs from a commentary written by Brian Wesbury, an Economist at First Trust, that put a lot of the recent events into perspective. 

Regardless of what the financial media is stating as the cause of this pullback, i.e. Fed Rate Cute, China, Trade War, Current Administration, etc., you must understand that it is only temporary.  Following the herd and reacting to the volatility can do irreparable harm to your plan.  As Nick Murray says, repeat the following mantra: This time is not different. This too, shall pass. Of course, these moments can still be stressful and by no means should you ignore stress.

​​If you any questions about this topic or wish to receive our Reality Check emails, please contact us.

Reality Check: June 2019

6/7/2019

 
For this month’s Reality Check, we offer Nick Murray’s timely and insightful commentary from his most recent newsletter to Advisors. The “Client Corner” portion of his newsletters is directed to individual investors and cover a vast array of topics. His writing style is always very entertaining and I hope you enjoy this month’s piece.

Due to copyright restrictions, this cannot be made available through our website.  In  the order to receive a copy of this piece, you will need to contact us directly here.  

If you any questions about this topic or wish to receive our Reality Check emails, please contact us.
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    Author:
    Christopher J. Blair, CFP®

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