THE GREAT 2020 PANICDEMIC! HOW TO COPE
This crisis is more emotionally unsettling than most if not all I have ever experienced because it is the first time we have had to confront two concurrent fears, each of ...More →
Bull Markets are born on pessimism, they grow on skepticism, they mature on optimism and they die on euphoria
Sir John Templeton
While nobody can know where the market is headed in the short run, I learned long ago that to get a sense of the highest probability of where markets are headed in the intermediate term, studying recent market movements, market and economic trends, geopolitical and other current events is ...More →
Coronavirus and Your Wealth Plan – a Rational Perspective
As we enter the new decade, the media catastrophists continue to aid investors in allowing, even encouraging, human nature to destroy their investment plans and wealth with the sensationalized “reporting” on the Coronavirus.
On Friday, January 17 – after a dramatic 40% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed ...More →
First, some historical facts about recessions:
1. There have been 11 since WWII, occurring on average, one year in seven and, on average, they last 11 months;
2. An inverted yield curve refers to when the yield on the two year treasury is higher than on the 10 year treasury. The economy has experienced a recession, on average, 17 months after an inversion occurs;
3. The inversion that ...More →
WAS GLOBAL EQUITY DIVERSIFICATION A TURKEY IN 2018?
We don’t have to be smarter than the rest, we have to be more disciplined than the rest.
Over our many decades offering investment advice, we’ve inherited many more portfolios that had investor problems than investors who had portfolio problems
–Fusion Family Wealth
Many investors, particularly prospective investors who interviewed Fusion in the latter part of 2018, expressed their concern that, “global diversification ...
For some context, I will begin by offering a brief history of stock market declines:
* The S & P 500 has had intra-year declines of 14% (known as a correction), on average, every year since WWII
* A decline of about twice that amount (30%, on average) – known as a bear market — has occurred one year in ...More →
In recent meetings with clients and prospective clients, investor sentiment is quite pessimistic, they think that we are in some sort of bubble, that there was a “Trump bump” or that the Market is high simply because there is no alternative — “TINA” — to stocks.
We offer an alternative perspective for the current level – and probable future higher level 1 — of ...More →
Behavioral Apathy Seen As Biggest Threat to Returns
By Murray Coleman – May 30, 2017
Investment advice is becoming a highly commoditized marketplace. But recent industry research offers wealth managers a clear path to separating themselves from the pack — that is, focus on coaxing better behavior out.
“Behavioral coaching is almost a ...More →