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We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:
Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.
While performance gets all the airtime, it is crucial to occasionally take a step back from the hard data and focus on another topic that affects every investor: behavioral finance. The way we think about money is shaped by our experiences, upbringing, and emotions, often in ways we don’t fully recognize. Understanding these influences can help us make more rational financial decisions and avoid common pitfalls.
As we enter the new year, it’s a good time to revisit some of the fundamental principles that guide our investment philosophy, particularly the concept of diversification and why we do not aim to “beat the market”, namely the S&P 500 Index.
Financial planning and investment management is all about strategy. At Pine Haven we are constantly thinking through various scenarios for clients, considering how we will handle changing market conditions. There are many unknowns, and the only constant is change.
Like moths heading to the flame, we as humans can’t seem to resist the pull of bad news. Our social media feeds, newscasts, and newspapers know this and consistently focus on what is wrong. Politicians add to this with their negative campaign ads and smear tactics. It’s hard to stay positive, especially regarding the upcoming election.
While there are many potential reasons to invest in a security, many investors take the leap because they are hoping to grow their assets. As it turns out, there are many ways to measure returns on an investment. These data points are only useful as points of comparison if you know how to use them properly.
In one poll taken at this time last year, 85% of economists predicted a recession. What happened? In a word, the pundits were wrong. Throughout 2023, the markets blew through the headwinds and posted unusually high gains nearly across the board. Despite the strong market returns and overall healthy economy, there is a disconnect between Wall Street and Main Street.