Monthly Investment Updates
What you need to know
Monthly Update July 2022
Indiscriminate buying based on falling stock prices is not a plan. Timing the market is not a plan. Often both of these disregard the fact that you might be wrong. In this month’s Note, we discuss how perceived opportunities can turn into traps without the proper plan to tell you when you’re wrong. It is an old adage to which we subscribe: “Stay humble or the market will do it for you.”
Monthly Update June 2022
In this month’s Note, we discuss the near-term costs and potential long-term benefits associated with preparation. When given evidence that a disaster may be on the horizon, it can be annoying and time-intensive to get ready. But those near-term costs seem trivial compared to the catastrophic loss that can come with being unprepared for the worst-case scenario. The point is this: You never know the severity BEFORE the event happens, but ignoring the data ahead of time can sometimes prove disastrous.
