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Ross Bramwell

Annual Returns Are Almost Never Average, Volatility Is A Normal Part Of Investing

By: Ross Bramwell 02/05/2019 Going back over the last 93 years the average return of the S&P 500 has been 11.9%. However, the annual total return has only ever fallen…

William Bolen

The Rise of China

By: Bill Bolen 02/22/2019 As we post this on the blog we are in the middle of ongoing trade and tariff discussions with China that have real implications for our…

Ross Bramwell

Maturing Corporate Debt

By: Ross Bramwell 02/27/2019 It appears homeowners have learned from the great recession about not taking on too much debt. However, there is some concern that companies did not learn…

Ross Bramwell

Did You Stick To Your Plan During The Last Correction?

By: Ross Bramwell 05/10/2019 The S&P 500 fully recovered from its fourth quarter market correction last week and reached a new high. The recent recovery took only four months, which…

Ford-Donohue

The US China Trade War

By: Ford Donohue 06/21/2019 For months headlines have been dominated by the US China Trade War. As an investor, it’s easy to get caught up in the day to day…

International Equities: Diversification and Its Discontents

HB’s Ford Donohue contributed an article on International Equities: Diversification and Its Discontents to the CFA Enterprising Investor Blog. Click here to read the article….

Planning Ideas to Consider in a Market Downturn (that do not involve major changes to your portfolio)

By: Todd Hall March 12, 2020 Two news stories dominating the headlines these days are the spread of Coronavirus (COVID-19) and the stock market reaction. Just like with previous market…

HB Perspective on the Bond Market

By Ross Bramwell 05/06/2020 First and foremost, we hope you and your family are safe and well during this health crisis. After seven weeks of successfully working from home, we…

HB Perspective: Has the Wall Street Economy Become Disconnected from Main Street?

By Ross Bramwell 05/11/20 As a majority of states have now begun a phased reopening, we continue to hope that you and your family are well and healthy. We often…

HB Perspective on “Flattening the Curve” and the Markets

By Ross Bramwell 03/18/20 Public health officials are encouraging Americans to practice social distancing in an attempt to “flatten the curve.” The curve represents the number of people who contract…

HB Perspective on Coronoavirus Outbreak

By Ross Bramwell 02/05/20 Each year, we typically create a list of potential concerns for the upcoming year. However, it’s common that by year-end a previously unforeseen risk or two…

HB Perspective on Fiscal Stimulus and Deficits

By Ross Bramwell 04/12/20 These are certainly unprecedented times. Not only have so many had to deal with the tragic loss of family members, but millions have lost their jobs…