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Chunks O' Chill

Insights to help you discover your ZeroCelsius.

Insight

What To Focus On

Seems to me that if you focus too much on things that matter but you have no control over (ie: political porn), you may be putting yourself through unnecessary emotional turmoil. Likewise, focusing on things you can control but don’t really matter are mere distractions. 
When it comes to financial planning and investing, many people lose sight of the things they can control (spending, savings) and focus on the things they can’t (direction of the markets and economy).

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Cartoon, Insight

The Silver Lining

February 9, 2018 | Client Communication

Hey Gang,

After an epic run that saw the S&P 500 Index price rallying 59% from its February 2016 low of 1,810 to the recent high of 2,873 without so much as a 5% correction, I suspected that when a drop did come, it would be sharper than normal.

It has finally happened. 

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Cartoon, Insight

Volatility Strikes Back

February 7, 2018 | Client Communication

Hey Gang,

After an exceptionally strong year in markets, volatility has struck back in recent days. At the time of this writing, the S&P 500® Index has fallen roughly 10% from its record close on Jan. 26. Many folks are asking if this is the start of a bear market. My answer—probably not.  Read more →

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What goes up…

The news headlines celebrating new record highs in the U.S. stock market have multiplied in last 10 months. While this upward momentum has been rewarding for many investors, the higher stock prices are accompanied by stretched valuations and risk of muted future returns — and even potential dramatic drawdowns. Let me explain…

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Elections, Surprises & Volatility

What a wild, wild world it’s been since the U.S. election. The U.S. stock markets have been on a tear, breaking all-time highs as the Dow closes in on 20,000.

Wondering how elections, surprises and volatility effect our investment approach?

Well, they don’t. Because crystal balls are best used as snow globes. Let me explain…
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Trump Talk

U.S. voters wanted change. They got it. We will have Donald Trump as the next American president.

Global markets initially appeared to be taking the news badly. Since then, however, equity markets have pared their initial losses into record highs after the president-elect adopted a conciliatory tone in his victory speech and Obama and Clinton gave unifying transition and concession speeches, respectively. Read more →

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This is Getting Old

This is Getting Old

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Get Everything You Want

Get Everything You Want

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Money doesn’t matter…

Money doesn’t matter…

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