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Investor Education Investments & Economy Grow

Seeking Balance: Playing Offense and Defense

3 minute read

Monday through Friday. 6:30 AM Pacific Time. A bell rings.

Domestic equity markets open and a new trading day for professional and retail investors begins. For those with exposure to global portfolios, their portfolio rarely sleeps as Asian equities begin their trading session overnight and then are followed by European markets. Regardless of location or asset class, each professional and retail investor begins their day with the..

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Investor Education Investments & Economy Grow

Navigating Rough Seas: Staying the Course & the Cost of Market Timing

| 4/29/20 2:00 PM
Time to read: 7 minutes

Today’s volatile investment environment has provided a moment for much needed self-reflection, particularly around one’s risk appetite. In the decade following the Great Financial Recession we saw many macro events which scared investors, but by and large, the past few years investors have been spoiled with strong equity returns with relatively low volatility. In 2017, per Standard & Poor’s, the S&P 500 had zero days..

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Investor Education Investments & Economy Grow

Addressing Market Volatility: Keeping Perspective in Today’s Market

By | 7/19/18 7:59 AM John Hakopian, President
| 7/19/18 7:59 AM

Welcome to our financial education resource, covering key topics in financial services, including terminology, trends, and strategies shaping the investment and banking industries. We have developed this resource to empower you to make informed decisions about your finances and be better prepared when working with your advisor and/or banker.

While today’s political and market uncertainties can make investors feel ill-at-ease, it’s important..

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