Articles by Brian Kozel

The question facing investors in the near term is how to interpret the interconnectedness of the broad economy when presented with quarterly earnings data from a single company.

Investors often expect the status quo to continue indefinitely but markets can change course rapidly. There are measurable benefits to balancing historically-rooted optimism and a timeframe that extends beyond the present moment.

Although there’s confusion around the definition of a recession, it’s helpful to remember that periods of economic slowdown – whether they are officially deemed a recession or not – are a normal part of the economic cycle.

Similar to other assets, currency markets have cycles and are sensitive to the near and intermediate-term outlook for the global economy. As the US dollar gains strength on global markets the results of the appreciating currency remain complex.

For investors, watching the value of their portfolios decline is often uncomfortable, which highlights a fundamental challenge during periods of market turbulence: we are invested for the long-term, but we live our lives in the short-term.

Being a long-term investor means tolerating periods of uncertainty, and knowing that they will also lay the foundation for the growth that will follow.

While we can't predict how long stock price declines will last, we are committed to calmly maintaining stock exposure and regular rebalancing.

The current pace of change has disoriented investors and put downward pressure on prices and this volatility may not subside in the short-term.

Inflationary pressures on consumers are likely to persist in the near term. As we look past moments of heightened market volatility, remaining invested and diversified has provided the most resilient outcomes for our clients.

Even though risks feel elevated in current headlines, the reality is that there are always risks, and opportunities, for financial markets. We focus on taking the appropriate amount of risk based on your situation, not based on market unknowns.

Meta is one of the largest companies globally and the decline had a direct impact on major stock market indices. This changing landscape for Meta has broader lessons about the lifecycle of investments in innovative companies.

The market is faltering, and the near-term could be bumpy. Over the long-term, we retain our conviction that a balanced allocation to both stocks and bonds remains the surest path to sustainable growth.

Visited by three spirits representing the arc of his past, present, and future, Scrooge was given the gift of perspective. It is a tale that holds valuable lessons for investors.

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Each quarter during "earnings season" analysts and investors reconcile past speculation about price and profitability against companies' actual earnings.