by JD Gardner | Jul 7, 2025 | Market Updates
Risk tolerance is used (a lot) in the wealth management space, and I’m not sure anybody thinks about what they are saying at this point. Here’s the gist of what is usually meant: Let’s say you are aggressive as an investor. That tends to mean you can stomach the value...
by JD Gardner | Jun 3, 2025 | Market Updates
There’s noise… so much noise. The headlines, data, and stuff that just don’t matter bombard investors. It’s our own dang fault. The noise only exists because there’s demand for it. Investors click on the bait and even make decisions off the emotions triggered by the...
by JD Gardner | May 5, 2025 | Market Updates
No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...
by JD Gardner | Apr 3, 2025 | Market Updates
The volume of uncertainty has been turned up. The S&P 500 closed the quarter -4.28% after dropping 10% from the highs in mid-February. As Dave points out in our Q1 2025 newsletter, the most likely culprits are: Capital flows Expectations for slower growth Policy...
by JD Gardner | Mar 4, 2025 | Market Updates
If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...
