Posts Tagged ‘asset allocation’
When Life Gives You Lemons…
…you capture capital losses, of course. In declining markets, the wish to do something is natural. After all, humans have evolved and thrived in part by being attentive to perceived risk and acting to mitigate threats. Ironically, however, doing nothing with your investments is often a wonderful demeanor, including when prices are falling. After all,…
Read MoreEconomic Commentary and Investment Update
In 2022, the war in Ukraine and resulting sanctions, COVID supply chain shocks, and a re-ordering of global trade have leveled a solid bodycheck on the US and global economies. Even the strongest skater is likely to wobble under such circumstances. We’ll highlight a few themes which have occupied and at times confounded investors in…
Read More(What You Already Know About) What to Do When Markets Sell Off
Recently, Vanguard’s Chief Investment Officer Greg Davis published an article representing the firm’s guidance to investors on how to react when markets fall in value. What’s most notable to us is what they don’t espouse in such historically common conditions. Missing is such “wisdom” as “look for quality names to pick up at more attractive…
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