Market Commentary

investment insights to help you navigate the market

Q3 2019 | Quarterly Market Review

Monday, 07 October 2019

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q3 2019 | Quarterly Market Review

We also share an article on understanding the difference between historical averages, current market outcomes and statistical means that can lend themselves to more disciplined investing behavior. 

"While some investors might find it easy to stay the course in years with above-average returns, periods of disappointing results may test an investor’s faith in equity markets. Being aware of the range of potential outcomes can help investors remain disciplined."

Q2 2019 | Quarterly Market Review

Tuesday, 09 July 2019

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q2 2019 | Quarterly Market Review

We also share an article on understanding the difference between historical averages, current market outcomes and statistical means that can lend themselves to more disciplined investing behavior. 

"While some investors might find it easy to stay the course in years with above-average returns, periods of disappointing results may test an investor’s faith in equity markets. Being aware of the range of potential outcomes can help investors remain disciplined."

What Did I Miss?

Tuesday, 21 May 2019

What Did I Miss?

Sell in May and Go Away Was A Bad Idea in 2018.
If you sold out of the market Last summer, you missed a 10% increase.

“Sell in May and go away” is an old Wall Street saying that suggests investors to sell their stocks during the summer to avoid a seasonal decline in the stock market. An investor selling their stocks in May would then buy stocks again at the end of the summer  (some suggest November) because the summer time-period shows significantly less growth in the market than the other times of the year. Or so the story goes.

The Tao of Wealth Management

Wednesday, 15 May 2019

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei.” In English, this translates as “do without doing.” It means that in some areas of life, such as investing, greater activity does not necessarily translate into better results.

In Taoism, students are taught to let go of things they cannot control. To use an analogy, when you plant a tree, you choose a sunny spot with good soil and water. Apart from regular pruning, you let the tree grow.

This doesn’t mean that we should always do nothing. In fact, insights from financial science suggest you should direct your investment efforts to the things you can control. These include taking account of your own preferences and sensitivities when choosing investment strategies, diversifying your allocation to moderate the ups and downs, being mindful of the impact of fees, and exercising discipline when emotions threaten to blow you off course.

CONTINUE READING

Q1 2019 | Quarterly Market Review

Wednesday, 27 March 2019

IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS.

Q1 2019 | Quarterly Market Review
We also share an article on avoiding fad-based investing. 

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

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