Brad Felix, CFAinRhineVestCoronavirus Update 🦠 —Part IIIn our last update, we provided a case for optimism. It wasn’t easy. In fact, it was hard to imagine anything positive at that point. When…Apr 17, 2020Apr 17, 2020
Brad Felix, CFAinRhineVestCoronavirus Update 🦠 — Optimism in a Time of CrisisIt’s common during panics and manias (of any kind) for people to latch onto the worst or best-case scenario and overestimate the…Mar 20, 2020Mar 20, 2020
Brad Felix, CFATiming is(n’t) EverythingAn unfortunate fact about investing: timing matters. Consider the returns from a 90% stock and 10% bond portfolio at different starting…Jul 10, 2018Jul 10, 2018
Brad Felix, CFAStaying in ControlEarlier this quarter, we sent a communication to clients during a period of market volatility. We prefer not to send these communications…Apr 9, 2018Apr 9, 2018
Brad Felix, CFAUsing Market Volatility to Your Advantage!Stock market volatility has returned in 2018! After a record smooth ride in 2017, this past week’s events are a reminder that markets don’t…Feb 10, 2018Feb 10, 2018
Brad Felix, CFAYear in Review: Smooth Sailing in 2017This past year was a great time to be an investor in the market or a passenger on a commercial airline. In fact, we set new records for…Jan 5, 2018Jan 5, 2018
Brad Felix, CFATen Years since the PeakIt’s been ten years since the stock market peaked in October 2007, just before the economy slipped into a global financial crisis. Imagine…Oct 10, 2017Oct 10, 2017
Brad Felix, CFAThe Only Thing We Have To Fear Is …Passive Investing?!The first hundred days of Trump’s presidency finished with little fanfare early this quarter. President Trump encountered early resistance…Jul 5, 2017Jul 5, 2017
Brad Felix, CFABuy or Rent? The 5 Most Important DecisionsThe key to personal finance is making good decisions on large purchases. We recently shared our thoughts on the decision to buy or lease a…May 17, 2017May 17, 2017
