September 2017

Emergency Funds 101

Are You Ready Image.jpg by Thomas Rueger, JD​

Nothing about an emergency sounds good. We don’t want to hear about them, we don’t want to think about them, and we certainly don’t want them to happen to us. But, if we’re honest with ourselves, we all know that we should be prepared for them. Even worse sometimes than the emergency can be the resulting consequences, especially the financial toll it can take if the proper precautions were not taken.

Monthly Markets Memo - September 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

U.S. Equity indices resumed their march higher, erasing the prior month’s brief decline.  International equities joined the party but were outpaced by their U.S. counterparts.  Emerging Markets continue to impress with strong returns.  Various risks spilled over into the fixed income sector causing a short-lived flight to safety.   Investors pushed yields lower as they reacted to headline risk involving North Korea on one side of the globe and a series of hurricanes on the other.  The move in yields quickly reversed as tensions eased for a while.  

Market Minute - September 11, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

Behavioral finance introduces the idea of biases investors exhibit and how they can affect decision making.    In the previous post I discussed loss-aversion, an emotional bias whereby investors feel the pain of losses more than the pleasure of gains.  We identified how this could lead to irrational decisions to avoid taking a loss.

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