Our Advice as Ukraine Crisis Becomes Reality As alluded to in our Q4-2021 Client Letter, after a calm and steady rise in 2021, stock market volatility has returned with a vengeance in 2022. Indeed, just when the coronavirus Omicron variant was rapidly fading into the rearview mirror and life was returning to normal, [...]
“Sudden-Death Aversion” leads to “suboptimal” choices by NFL coaches, investors Mickey Kim / February 18, 2022 On Jan. 16, 2016 the Green Bay Packers traveled to Arizona for a playoff game against the Cardinals (which had annihilated the Packers 38-8 three weeks prior). A 7-point underdog, the Packers [...]
IBJ Podcast: How to survive 2022's volatile stock market From IBJ's Podcast Announcement: There are few things more disturbing than watching your retirement savings evaporate over the course of a few weeks because the machine you trusted to build it up has decided to tear it down. The first month [...]
Investors, realize 2021 was a high-return, low-volatility “unicorn” Mickey Kim / January 21, 2022 In 2021, the S&P 500 had its 12th best annual performance since World War II (posting 70 new all-time highs along the way), but investors should expect more modest returns in 2022. To prevent [...]
2021 Market Recap, Last Minute Tax Considerations and a Dependable Forecast for 2022 - Podcast Associate Director of Client Service Zach Greiner and Senior Research Analyst Roger Lee, CFA, CPA sit down to look back on the markets in late 2021 and what this might tell us we could expect in 2022. [...]
Dear Clients: Kirr, Marbach client equity portfolios had excellent performance in 2021, both on an absolute and relative basis. Though we never focus on short-term performance, we’re very pleased with this outcome, particularly given “Value” underperformed “Growth” (yet again) and The Wall Street Journal reported some 85% of actively-managed funds were on [...]
Investors should resolve to “KISS” in 2022 Mickey Kim / December 24, 2021 Behavioral finance shows investors act more like the imperfectly irrational and illogical Homer Simpson than the perfectly rational and logical Mr. Spock. It’s human nature to believe complex solutions must be superior to the simpler [...]
Zillow’s crash reveals danger of algorithms, “gamification” of housing market Mickey Kim / November 26, 2021 Purchasing a home is likely the most important investment you’ll ever make. Unfortunately, as anyone trying to buy a house can confirm, the pandemic has turned what should be [...]
The Normalcy of Volatility and End-of-Year Tax Checklist - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long [...]
Dear Clients: U.S. stocks marched steadily higher through the summer, with the S&P 500 reaching a record high on September 2 (the NASDAQ Composite peaked five days later). Unfortunately, September has been the weakest month for U.S. stocks going back to 1950 and 2021 was no exception, with the S&P 500 suffering [...]
