Rebalancing – why buy stocks now?

Rebalancing the allocation among risky assets in your investment portfolio is an important discipline. It provides a structured way to maintain consistent risk exposure over time and forces us to “buy low and sell high” when it is not always the comfortable thing to do. This quarter is a good example, in the midst of […]
Market commentary: Q1 2020

Stock Markets The damage to stocks from the Coronavirus pandemic is shown in the chart below as all markets are down dramatically. The domestic large cap stock market (S&P 500), driven by the largest tech companies, held up a little better. Except for this market, this quarter’s falloff brought the five-year returns to essentially breakeven […]