Tag: investment decisions

Making Sense of the First Half of 2020 and Your Investments

Posted on: July 22, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

Did you know that you need to count to 1,000 before finding the letter “a” in a number, spelled-out?

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Why Aren't Stocks Down More?

Posted on: May 8, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

One question that seems to be popping a lot is “Why aren’t stocks down more?” After all, we’re in the midst of what I hope will be the worst economic[…]

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Thoughts on COVID-19 - How It's Affecting Our Clients and Our Firm

Posted on: April 28, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

This is a rough time. There’s really no way to sugar coat it. People around the world are falling ill. Many transactional businesses are severely[…]

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We're In a Bear Market Due to COVID-19, Now What?

Posted on: March 17, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

It’s honestly pretty weird to have a market crash that has such a simple explanation. An uncontained viral outbreak is endangering public health and[…]

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The Coronavirus & Your Investments

Posted on: February 26, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

You may have already heard, but Coronavirus is sweeping the globe. As of Monday, according to the World Health Organization, there have been just under[…]

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The Problem with Running to Cash When Times Get Tough

Posted on: May 24, 2019| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Albert Einstein was said to have described compound interest as “the eighth wonder of the world” and that it is “the most powerful force in the[…]

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Fixed Income Investing in an Era of Rising Interest Rates

Posted on: March 29, 2018| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Let's talk about bonds for a minute. Occasionally, we get asked about what the future prospects are for bond investors. Sometimes with the implication[…]

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Recent Market Volatility

Posted on: February 9, 2018| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

It’s been grizzly out there. Times like these give me a chance to share my absolute favorite quote about markets. From Bill Bernstein’s book, he[…]

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It's Required Minimum Distribution Season

Posted on: December 18, 2017| Posted by: Jon Powell | Tax Efficiency, Investment Decisions

It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]

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The Wall Street Journal & Morningstar Are Fighting

Posted on: October 27, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

The Wall Street Journal and Morningstar are fighting. On Wednesday, an in-depth piece ran in the Wall Street Journal that attacked Morningstar’s rating[…]

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