Boxing gloves featuring images of a bull and a bear.

In the Short Term, Markets are Rarely your Friend

David Ricciardelli

January 17, 2022

Markets tend to reward patient investors over the long term and do everything they can to shake investors off their long-term plans in the short-term. Today’s market exemplifies these characteristics.

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A picture of Santa flying along an upward sloping line.

Omicron, Inflation, and Powell are the Grinches that stole our Santa Clause Rally

David Ricciardelli

December 06, 2021

Market volatility has picked and we have seen a selloff in tech, inflation, and pandemic stock darlings. We usually look forward to a ‘Santa Clause Rally’ this time of year, but it feels like we’re ...

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The view of a lake from a dock at sunset.

Charts for the Lake: Bulls and Bears Slugging it out in August.

David Ricciardelli

August 23, 2021

Charts for the Lake: Investing is difficult and while we can’t see the future, the benefit of using a balanced approach to invest across market cycles continues to resonate.

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A headline that reads inflation.

Inflation, Growth and Value

David Ricciardelli

May 13, 2021

Is the inflation we are now witnessing persist? What are the implications for value and growth oriented investing?

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An overlay of two line graphs that are trending higher.

Can equity markets go higher?

David Ricciardelli

March 22, 2021

The S&P500 looks expensive but can the market appreciate from here.

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An image of stamp that reads Zero Commissions.

How much does commission-free trading cost?

David Ricciardelli

February 19, 2021

When considering ‘free’ stock trades investors should be aware of frictional costs, like taxes and how platforms that offer commission free trading make money.

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