by Todd Moerman | Apr 25, 2019 | Manage Risk, Working
Sometimes stocks overreact to the downside and sometimes they overreact to the upside. Losses can scare us and big gains can make us feel smart. The key is to have a long-term plan. Focus on your goals, your lifestyle in retirement and how much risk do you need to... 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... by Todd Moerman | Apr 12, 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 Q1. Key thoughts: (If you find this of... by Todd Moerman | Jan 10, 2018 | Retired, Working
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the...
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