Latest From Our Blog

Navigating a treacherous market here in 2022, we provide some perspective and comments.

War, Inflation, Interest Rates and Elections lead to a rough start to 2022 for global stock and bond markets. Stocks have dropped with the S&P 500 in correction (-10% or greater) and Nasdaq in a bear market (-20% or greater). We provide some perspective and a path forward.

When the stock market plunges, remember to keep perspective. The stock market has been the greatest wealth generation machine of all time. So do not panic and back a bad decision, it's part of the process.

Stock Market Correction of January 2022. Some comments and charts to guide you through making the best decisions for your situation.

A year of rising inflation and how to tame higher prices. Is inflation the new normal or will higher prices subside?

Sandbox Financial Chartbook for 4Q 2021. A series of market and economic related data and charts providing a visual of the past and prospects of the future.

Investing for Total Return versus High Dividend Yield has been an endless discussion. Retirees looking to generate income from their investment portfolios often look to generate high yield in an attempt to maintain principal. By doing this, they are missing the opportunity for significant account appreciation or potentially a smoother path to keeping principal in tact.

2021 has proved to be a choppy year for investors despite market indices being firmly green. Being more broadly allocated and diversified in 2021 has proven to be a winning formula after a strong recovery from the pandemic lows last year.

No one said investing is easy; watching your money fluctuate in value is emotional. Despite the markets ups and downs, staying invested for the long term dramatically improves your probability of success. The Cycle of Investor Emotions and Cycle of Market Emotions show it's easier to be an investor than a trader.

Sandbox Financial Chartbook for 2Q 2021. A series of market and economic related data and charts providing a visual of the past and prospects of the future.

History lessons from past tax hikes. Higher tax rates have not always been negative for the stock market despite investor expectations.

Sandbox Financial Chartbook for 1Q 2021. A series of market and economic related data and charts providing a visual of the past and prospects of the future.