Jul 2020
The financial markets behaved predictably at the onset of the Covid Pandemic – but their subsequent behavior is hardly predictable. At mid-year the US stock market showed only a marginal loss, even as the entire world economy is in shambles. How we are Navigating a Pandemic. (Pdf)
read more...Jul 2020
Dushyant Pandit, Managing Director of DorchesterAdvisors, was a panelist on an Investment Webinar presented by MainStreet Magazine. He discussed how to manage your portfolio in response to the Covid crisis that has such a deep economic impact. Financial Advice in a Covid World. (pdf)
read more...Jun 2020
Dushyant Pandit, Managing Director of DorchesterAdvisors, was a panelist on an Investment Webinar presented The Wharton Club of New Jersey. The panel consisted of Professor Christopher Geczy, Adjunct Professor of Finance at the Wharton School and Kevin G. Carter, Managing Director at the Fiduciary Trust International. They discussed the impact the Covid crisis was having […]
read more...Apr 2020
It seems just like yesterday that investors were wondering where market volatility went. After months of very low volatility, it returned with a vengeance. The current market turmoil is driven by four powerful factors as we grope for a light at the end of the tunnel. From Wither the volatility to Weather the volatility. (pdf)
read more...Mar 2020
Instead of letting the market gyrations, the threats of the Coronavirus, the uncertainties of the presidential elections, or the concern for supply chain disruptions weigh you down, we advise our clients to take action on things they control and things that are important to do. In Mar, this is making sure that you fully fund […]
read more...Jan 2020
2019 turned out to be a very good year for the markets, far exceeding most expectations. What does this mean for 2020? Alert but not (yet) alarmed – Annual Markets Review 2019 (pdf)
read more...Oct 2019
Despite a lot of political drama which raised economic fears, investors seemed unconcerned. The US Stock market had a good Q3 in 2019, but one asset class did even better. How we are prepared to deal with markets in the coming months. Quarterly Market Review 2019 Q3. (pdf)
read more...Jul 2019
Q2 2019 continued the upward trend of Q1. Investors seem unconcerned with the economic climate in the US and overseas. Are we “Comfortably Numb?” Comfortably Numb – Q2 2019 Market Review (pdf)
read more...Apr 2019
In sharp contrast to Q4 2018, all our five key asset classes enjoyed positive returns in Q1 2019. That is one Tale, in New York City, whose Wall Street is an investment icon. This is one of the longest Bull markets in US financial history and if history is to be believed, a correction should […]
read more...Mar 2019
The performance of investment portfolios is unpredictable; but your progress towards financial independence need not be. There are several things you control about your financial future even when markets are uncertain. IRA Contributions are one example. IRA Contributions.
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