Articles From Andrew Rosen

April 10, 2020

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Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is everywhere and will likely persist for the short term.

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April 6, 2020

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The 4 Types of Investors in a Market Downturn

During these times of uncertainty, you get a real look into a person’s investing soul. You get to see how they react to adversity. My job, of course, is how to handle each person’s unique behavior as it pertains to their specific situation.

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March 30, 2020

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These are the Best Days of our Lives

I was reading some research the other day about the happiest ages of our lives. As part of that research, I found the following graph. I found it truly fascinating and, in a lot of respects, counter-intuitive.

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March 19, 2020

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Stocks: A Few Reminders

Over the past few weeks, we’ve seen our first bear market in 11 years (defined as a 20% drop from a peak). We’ve seen fear and panic set in as a global pandemic ensues. Everyone expects the next few months to be rough, as businesses go remote and/or shut down. Governments throughout the world, along with our Federal Reserve, are going deep into their playbooks to cushion the blow.

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March 12, 2020

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What’s it Take to be the Top 1%?

Confession time, I have always been a sucker for statistics. Especially ones that are finance related, as it is a guilty pleasure being a financial planner I suppose. Recently Bloomberg (yes, the same guy who recently ran in the presidential primary) posted an article talking about what it takes to be in the top 1% of earners in America and the world. The findings were extremely interesting to me so figured why not share them with all you wonderful people.

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March 5, 2020

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REFI REFI REFI!

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February 27, 2020

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Coronavirus: The Latest Market Scare

The irony is that just last week I put out a blog on what war does to the markets. When I wrote it, concerns about Iran were elevated. When it posted a few weeks later, it almost felt like dated news. Today no one’s talking about a potential war, rather we have a new headline soaking up our news bandwidth—the Coronavirus.

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February 20, 2020

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How War Affects Stock Markets

Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going to opine on the likelihood of that happening or not, but I do think understanding what this could mean for your portfolios is a warranted case study.

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