Is the September Effect fact or fiction? In this blog, we examine the market’s historical tendency toward weaker September performance and share insights on how investors can navigate seasonal volatility while staying focused on their long-term financial plan.
Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
Disregarding any personal views you may have regarding the voting process or the intelligence of the average voter, the vast majority agrees democracy is an…
We get this question often, especially in down markets like we are experiencing now. “What do I do when the market is correcting?” “What do…
B&C prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night….
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get…
By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity…
By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of…
by Adam Oerther, CFP® When people find out someone works in investments, that person receives a number of reactions: “So, when is the next correction…
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have…
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