Investment Management | Arcadia Wealth Management

focusing on the horizon- tuning out the noise with valuations and returns

Focus on the Horizon: Tuning Out the Noise with Valuations and Returns

Blog, Investment Management / By Arcadia Wealth Management

Valuations of publicly traded companies are a frequent topic of conversation among investors and for good reason. Valuation ratios tell us the price of stocks relative to fundamentals like earnings, sales, and book value. In other words, valuation ratios are an excellent way to understand the long-term attractiveness of groups of stocks relative to: a) …

Focus on the Horizon: Tuning Out the Noise with Valuations and Returns Read More »

Take It to the Bank

Blog, Investment Management / By Arcadia Wealth Management

We break down the role that banks play in our economy and show how recent bank failures impacted market volatility.

What You Might Not Know About Asset Class Returns

Blog, Investment Management / By Arcadia Wealth Management

Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.

Sector Flip-Flop

Blog, Investment Management / By Arcadia Wealth Management

While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.

Investing Through Tough Times: Bonds Edition

Blog, Investment Management / By Arcadia Wealth Management

In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters …

Investing Through Tough Times: Bonds Edition Read More »

Understanding Emotions During Volatile Markets

Blog, Investment Management / By Meir Statman, Ph.D.

In these times of market anxiety, our emotions can get the best of us. While we cannot eliminate emotions, we can learn to manage them through cognitive reflection.

Investing Through Tough Times in Four Charts

Blog, Investment Management / By Arcadia Wealth Management

The U.S. stock market continues to record losses in 2022, and the U.S. economy shows signs that we are either in or may soon face a recession. Four charts help illustrate why we think sticking with stocks through tough times is still likely the better path forward for investors than jumping in and out of …

Investing Through Tough Times in Four Charts Read More »

Capturing Time

Blog, Investment Management / By Hal Hershfield, Ph.D.

One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took two hours, but it saved him $2.99.” What a relatable tale. After all, who among us hasn’t found ourselves in situations where we are completely ignorant of the value of …

Capturing Time Read More »

The Great Real Estate Debate: Public vs. Private

Blog, Investment Management / By Arcadia Wealth Management

Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations. For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs over time or contribute to …

The Great Real Estate Debate: Public vs. Private Read More »

Market Nosedives and Consumer Missteps

Blog, Investment Management / By Hal Hershfield, Ph.D.

I probably don’t need to spend time painting a vivid macroeconomic picture unless you’ve recently been doing your best impression of an ostrich. So, let me briefly spell it out: Not since Richard Nixon was in the Oval Office have we had a year in which the stock market had a worse six-month start.1 If …

Market Nosedives and Consumer Missteps Read More »