by David Fox, CFA | Jun 19, 2020 | Market Updates
As we continue to lurch along the roller coaster ride that is the year 2020, you may be feeling like this is the longest year on record. Days morph into weeks and weeks into months. One year feels like three. We have now charted 118 days of unrelenting market...
by David Fox, CFA | May 16, 2020 | Good to Know, Investing, Market Updates
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the...
by David Fox, CFA | Apr 18, 2020 | The Helm Quarterly Market Outlook
“Prediction is very difficult, especially about the future.” ― Niels Bohr When John Bogle, the founder of Vanguard Group, first began in the financial services industry, he received the following advice that resonated with him throughout his career: “Nobody knows...
by David Fox, CFA | Feb 7, 2020 | Market Updates
Cardan Capital Partners examines in a monthly series different indicators we believe are relevant to the current environment. Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of...
by David Fox, CFA | Jan 16, 2020 | Investing, Market Updates, The Helm Quarterly Market Outlook
As we say goodbye to 2019 and the decade of the 2010s, we thought it would be helpful to take a look at the forces appearing to exert influence over the investing world at this time. While we embark upon this overview with a look toward the future, we also bear in...
