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Marblehead, MA 01945

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Fee-only Investment Management & Financial Counseling

171 Pleasant Street

Marblehead, MA 01945

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Mon - Fri 9.00 - 5.00

Phone:

(781) 639-1400

The Uncommon Average

The Uncommon Average

Over the last two and one half years, we’ve experienced a fair amount of volatility. In 2017, equity returns were around twenty percent. During the first quarter of 2018, U. S. equity markets gained an additional five percent or so. Then they lost all that and an...
Recent Market Volatility

Recent Market Volatility

While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors....
Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these...
Timing Isn’t Everything

Timing Isn’t Everything

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges. Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or...
The Randomness of Global Equity Returns

The Randomness of Global Equity Returns

A well-diversified global portfolio can help capture the returns of markets around the world and deliver more reliable outcomes over time. Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded...