by Todd Moerman | Nov 9, 2018 | Manage Risk
Given the recent market volatility, I wanted to remind everyone to Focus on your Plan, not the daily, weekly, monthly, quarterly or even yearly movements in your portfolio. Much of this movement is just noise and it does not change the long-term plan. If... by Todd Moerman | Oct 12, 2018 | Manage Risk
We just had the 23rd pull back for stocks of -5% or more since 2009 (this is normal)! What does this mean for your portfolio and future returns? What actions should we consider now? Please check out the video slides below (click link below). You can pause the... by Todd Moerman | Sep 20, 2018 | Retired, Working
Recently, the US markets have been making new all-time highs. What does this mean for your portfolio and future returns? What actions should we consider now? Please check out the video slides below (click link below). You can pause the video to look at more... 
by Todd Moerman | Aug 31, 2018 | Retired, Working
Each week we read dozens of blogs, articles, whitepapers and presentations as part of our investment process. Below are some of the most important slides, charts and commentary about the economy, markets and industry trends – we created a slide video (click... by Todd Moerman | Jul 18, 2018 | Retired, Working
Each week we read dozens of blogs, articles, whitepapers and presentations as part of our investment process. Below are some of the most important slides, charts and commentary about the economy, markets and industry trends for Q2. Key thoughts: (If you find this of...
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