VIDEOS
October 29, 2024 | Length 1:35
With the election a week from tomorrow, we think you will find value in our latest video.
July 30, 2024 | Length 1:32
Our latest video offers thoughts on keeping appropriate perspective on your investments during this election cycle.
May 29, 2024 | Length 1:33
Success as an investor isn’t determined by our selection of investments so much as our behavior towards investing. Our video this month addresses this important concept.
March 20, 2024 | Length 1:31
The NCAA’s basketball tournament isn’t the only issue causing madness this March. How about this crazy Pennsylvania weather and volatile markets? Please take a look at our current video for our latest commentary on the markets.
January 23, 2024 | Length 1:28
Despite all the negative headlines, predictions and prognostications, the markets had a strong finish in 2023. Our current video speaks to our long-held convictions about how to focus on your investments, regardless of the environment. We hope that you enjoy.
July 27, 2023 | Length 1:26
While we are vigorously attuned to events in the market and the commentary of many, we remain focused on client objectives over the long-term. This allows us to avoid the constant re-direction of market mavens and prognosticators and stay tuned on the alignment of resources, risk and behavior to goals. Please watch our latest video for more…
June 21, 2023 | Length 1:07
Uncertainty is the one thing certain about the markets. Our latest video speaks to this issue.
February 28, 2023 | Length 1:34
Worrying about what happens next is a frequent response to news about the markets. Frequently, that is counter-productive because we aren’t getting the entire story. Recently, for example, we have heard much about tech layoffs. However, we aren’t hearing as much about the jobs available to those seeking employment. With a long-term horizon, we shouldn’t let current news worry us as much as it often does. Our latest video should help.
April 14, 2023 | Length 1:41
Headlines grab our attention, but are really indicative of the value of the content that follows. We address the value of headlines in our latest video…
December 23, 2022 | Length 1:19
We recognize that diversification and a focus on long-term goals is boring. As 2022 comes to a close, we want you to know that we’ll continue to be boring in 2023, directing our energies towards helping you achieve your long-term objectives through diversification and alignment.
November 23, 2022 | Length 1:25
Our latest video speaks to the issue of forecasts and what to do. Although we absorb multiple forecasts into our thinking, we remain steadfast in our focus on helping you achieve your long-term goals.
October 13, 2022 | Length 1:26
These are the days that require patience from investors. Please review our latest video for more on investing in these tough markets.
September 26, 2022 | Length 1:25
Our latest video helps to put the last 12 months into perspective...
September 1, 2022 | Length 1:20
Although bears can be scary in both the wild and the markets, we shouldn’t fear them. Please watch our latest video for advice in these tough markets.
June 21, 2022 | Length 1:20
There is nothing abnormal about volatility, it’s normal and should be expected. Don’t let current market gyrations cause you undue angst or to make inappropriate decisions with long-term implications based on short-term conditions. Our latest video speaks to the issue of volatility.
May 31, 2022 | Length 1:18
For months, the markets have been in a dither about inflation. Now, we are fearing a recession. Crises may help the bottom line of media companies, but they don’t help investors who overreact. Our latest video addresses crises and the long-term investor.
May 2, 2022 | Length 1:20
Fischer Black titled a 1986 paper in The Journal of Finance “Noise.” He wrote that “noise is contrasted with information…noise is what makes our observations imperfect.” Our advice as we recommend in our latest video is to be wary of noise, especially now.
March 31st, 2022 | Length 1:18
Staying on plan is really the essence of our latest video. Don’t let short-term results—higher inflation and war in Ukraine—override long-term perspective.
February 28, 2022 | Length 1:31
Markets continued to be roiled by geopolitical events around the globe. Vanguard reminds us that the average return 1 year from events such as the Cuban Missile Crisis (1962) , the Soviet Invasion of Afghanistan (1979) and the Iraq War (2003) is 9%. Please watch our latest video for our perspective on sell-offs.
January 31, 2022 | Length 1:15
Famed investor Benjamin Graham said in a November 1963 speech that “in my nearly fifty years of experience in Wall Street I’ve found that I know less and less about what the stock market is going to do but I know more and more about what investors ought to do.” What a powerful statement. We address this in our latest video.
December 23, 2021 | Length 1:10
Flu season, COVID-19, debt ceiling concerns and spending debates are negative influences on the markets. In this video we address how to cope with market contagions.
December 1, 2021 | Length 1:24
With inflation being a daily headline, it is important to have perspective. Our latest video looks at inflation relative to the equity markets over time.
October 28, 2021 | Length 1:24
Tomorrow always carries the potential to bring a bust to the markets, so we are led to believe, “really? Should we do anything?”
October 5, 2021 | Length 1:19
Peaks and valleys are part of the capital markets; we should expect them to happen. That doesn’t mean that we should act on them.
August 21, 2024 | Length 1:41
Statistically, the months leading up to a presidential election experience elevated volatility. In the past few weeks we are seeing this historical trend continue. Increased volatility is no reason to panic: expect it as it will happen. Our latest video addresses this issue. We hope that you enjoy.
April 26, 2024 | Length 1:27
Lots of conflicting signals are coming from the markets, the economy and global affairs. As our latest video states, we recommend staying focused on the long-term to avoid making untimely mistakes in the short-term.
August 29, 2023 | Length 1:10
At the risk of invoking an often-over-used cliché, our latest video speaks to the benefits of diversification. This is especially true given the impact of the Magnificent Seven on the S&P 500 this year and the poor performance of the aggregate bond index. We hope that you enjoy this quick video.
August 23rd, 2021 | Length 1:19
Headlines and market movements are often perplexing. Our latest video tackles the problem of noise and how to deal with the constant barrage of data that assaults us each day.
July 22, 2021 | Length: 1:32
Three tips to help anyone become a more successful Investor.