by Matt Papazian, CFA | Aug 8, 2019 | Investing, The Helm Quarterly Market Outlook
The second quarter of 2019, as seems to be the case with most quarters of the last few years, saw its share of volatility and contradictory data points. For stocks, the worst May in almost a decade was followed by the best June in about 50 years. Any negative data...
by Marti Awad | May 23, 2019 | Investing
Because Exchange-Traded Funds, or ETFs, allow investors to achieve diversification at low cost, and diversification is important because it can mitigate investors’ risk, let’s take a look at the ETF. The ETF is a pooled vehicle that owns underlying investment assets,...
by Marti Awad | Mar 26, 2019 | Investing
Today, less than 20% of financial advisors are women, and the numbers shrink further when narrowed to the highest levels of the profession. Yet more than two decades of professional experience has shown me that we women financial advisors have some innate advantages....
by Cardan Capital Partners | Feb 12, 2019 | Investing
Every four years, the American Society of Civil Engineers issues a report card with letter grades reflecting the condition and performance of the nation’s infrastructure — and the current grade average sits at a miserable D+. Airports, bridges, levees,...
by Cardan Capital Partners | Dec 4, 2018 | Investing, Market Updates
Global stock markets dropped sharply today with the Dow, S&P 500 and NASDAQ each falling more than 3%. The catalysts appear to have been concerns over the truce in the trade war between the United States and China, uncertainty over the outcome of Brexit, and an...
by Matt Papazian, CFA | Nov 30, 2018 | Investing
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel If past declines look like opportunities and future declines look like risk, declines lived in real-time are trials of patience and fortitude. The uncertainty around...
