COLORADO SPRINGS’ AND DENVER RETIREMENT PLANNING AND FINANCIAL INVESTMENT ADVISORS
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2021 Portfolio Reporter
By Jamie Cornehlsen, CFA In this annual letter I want to cover the economy, earnings, performance review, and attribution analysis which led to the returns. I hope to provide you with information on how we invest.
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The Tortoise and the Hare: A Study in Volatility
By Ted Schwartz, Chief Investment Officer Capstone Investment Financial Group The pursuit of the top performing investments typically backfires on investors when they encounter the impact of increased volatility. This is a hypothetical example designed to illustrate...
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Thoughts on the Market
To say the least, it has been quite a year and we still have 4 months to go. From the fastest bear market decline in history (a drop of 20% or more for recent high), to a market bottoming in late March, to an ongoing market rally that I think has surprised even the...
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