Russia, Ukraine, and Your Portfolio’s Path Forward

With Russia’s invasion of Ukraine, on top of inflation concerns in the US and elsewhere, markets have recently been subject to greater volatility as well as declines in value. “Markets,” a term used to describe all global investors, price assets based on available information and the implications they derive from it. It’s reasonable, then, for…

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(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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