At the end of January, the stock market hit correction territory. This left many investors feeling vulnerable, emotional, and can lead to compulsive portfolio decisions. Investors first step is to have a financial plan with an asset allocation that is appropriate and stress tested. Investors can then invest with a
With GameStop stock up over 100 percent yesterday, “meme” stocks are back in the news. These returns are based on pure speculation driven by social media without company news or fundamentals. For investors, this creates excitement, anxiety, and fear of missing out (fomo). What should investors do? There are plenty
A standing ovation to our investors who did not panic leading up to last Christmas Eve. Being a disciplined investor with a strategic allocation while investing with a purpose led to a significant increase in your portfolio during the first six months of 2019. At the end of last year,
In this ColoradoBiz Magazine article, our founder, Kevin McNab explores what we learned from the most recent market correction. The next bear market may be right around the corner. Are you prepared? Leading up to this year’s Super Bowl, the stock market was on edge with volatility not seen in