Recency Bias: Surviving the Winter

Do you think you could step outside right now without a jacket? Of course not! It’s been cold, windy & rainy for these past few months. (For those of us living in the Northeast.) Our minds and our bodies are telling us to layer up. It was cold today and it will most likely be cold tomorrow. We don’t have to check the weather to know that.

What we do know is that eventually spring will come and with it: warmth. Though spring is a few months away, it is starting to feel like we’re going to be stuck in the winter season forever.

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Reality Check, Rebalancing, and Expected Returns

This post was written by Ken Weingarten (609-620-1770)

From November of 2016 through January of 2018 we had 15 months of positive portfolio returns for nearly all client portfolios. The markets seemed to go up in a straight line. Then in February of this year we had our first negative month in quite some time. Since February, the stock market, has been on a roller coaster. But until the past couple of weeks, the Dow Jones has basically traded in a range between 24,000 and 27,000. Basically, the US stock market had been flat for the year.

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Information Overload, Decision Paralysis, and Herding

This post was written by Ken Weingarten and Frank Fernandez of Weingarten Associates

Let’s assume for a moment that your current investment portfolio was all in cash and you had to start from scratch. How would you invest it? What would be your asset allocation (stocks vs. bonds)? Where would you begin to look for help? If you did a simple web search for “How to invest in the stock market” you would be thrown down a rabbit hole of information and an overwhelming amount of choices.

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