Bob French, CFA

2020 – Q3 Quarterly Market Review

By Bob French, CFA / October 6, 2020 /

Q3 2020 – Quarterly Market Review

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Are Republicans or Democrats Better for the Stock Market?

By Bob French, CFA / July 10, 2020 /

Is there anything in historical data that can help us sort out which candidate, Trump or Biden, is going to be better for the stock market?

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CARES Act Provides Relief to Individuals and Businesses

By Bob French, CFA / April 2, 2020 /

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. Major relief provisions are summarized here.

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Unpacking Today’s Market Return

By Bob French, CFA / March 9, 2020 /

Today, March 9th, 2020, was a bad day for the market returns. There are four main elements to this story that I want to pick apart…

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The Coronavirus and Your Investments

By Bob French, CFA / February 27, 2020 /

The Coronavirus is scary. Aside from the reasonable health precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause?

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Are Stocks Safer in the Long-Term?

By Bob French, CFA / January 14, 2020 /

When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to believe it, but it’s often wildly misinterpreted. There’s this idea out there that stocks get safer the longer you hold onto them because you can…

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What Does it Mean to Call China a Currency Manipulator?

By Bob French, CFA / August 6, 2019 /

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

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Ignore the Financial Media

By Bob French, CFA / July 15, 2019 /

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…

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Occam’s – Can TIPS Help You?

By Bob French, CFA / April 11, 2019 /

Inflation is one of the most serious risks that retirees face. While there are a lot of ways to mitigate inflation risk, TIPS, or Treasury Inflation Protected Securities, are one of the few investment options that directly hedge against inflation risk. They aren’t perfect, and there are certainly some things to consider when you use…

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