Most Shadowridge clients already know that they don’t have too much to worry about in this market, because we’ve got you covered in that regard. However, for the many non-clients who get this letter, like a neighbor who said their investments are a “mess” due to the inaction of their …
Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all industry rags about how “Advisers respond to consumer demand for ESG investments,” or “More investors demand ESG investments,” and lately, “SEC to require ESG rankings …
In the next few paragraphs, I’m going to give you a peek into the future and let you in on what we see unfolding in the economy and what impact stock market investors may see. What we are seeing is an economic recession on the horizon. There is a very …
Napoleon’s definition of a military genius was “the man who can do the average thing when all those around him are going crazy.” It’s the same in investing — especially as markets get wild, as they’ve been these past few months. It may be hard to tell from the indices …
Many investors think of the stock markets as a giant cash register. Just put your shares in and take cash out. However, there is not an endless supply of cash in the markets. Someone must be on the other side of the cash register putting money in so you can …
The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice) I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting in indictments of Caspar Weinberger, the Secretary …
“In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”– Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the current rage because it is easy to understand …
In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters. Robo-Advisors are low-cost digital investment advisors offering automated advice with little or no human interaction. Deficiencies noted in the SEC risk alert …
The most frequent concern that I hear from clients, regardless of what is happening in the economy, politics, or the market, is, “I worry that the bottom is going to drop out of the market, what can we do about it?” In this situation, there are three main strategies available …
Developments surrounding China’s second-largest property developer, Evergrande, are beginning to remind me of the cracks in the US mortgage markets in 2008. Evergrande is on the verge of bankruptcy, and whether the Chinese government will bail the company out is debatable, considering China’s recent business crackdowns in other areas. With …
