Category: Investments

During Market Volatility It is Important to Stick to the Plan

Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in Investment News in the article “Volatility reignites debate about market timing” by Jeff Benjamin that discusses the recent market volatility and the importance of sticking to the investment plan. Read the full article here: Chris Schiffer (AIF®, CFP®, CPA, MBA) Executive Vice President & Chief Operating Officer AEPG […] Read More

Fed Pause and Trade Optimism Boost Markets… Overbought or More to Come?

There has been a dramatic shift in the probability of further rate hikes by the Fed, and as we near the midpoint of February, the markets have behaved much like they did in the beginning of last year. Investor appetite for risk has increased and volatility has recessed, as higher returning sectors such as small cap stocks, emerging markets, and junk bonds have all resumed leadership versus their higher-quality counterparts. Read More

It’s Not About Good or Bad, It’s About Better or Worse

It’s Not About Good or Bad, It’s About Better or Worse We spent the last few days in Washington for one-on-one meetings with Investment Strategists from Schwab Institutional, Goldman Sachs, Blackrock and others. The theme of our longtime friend and peer, Liz Ann Sonders, head strategist at Schwab, is that the direction of stocks is […] Read More