Earlier this summer we hosted an intimate gathering with Sandy Sanders, Senior Managing Director and Portfolio Manger at John Hancock Asset Management Boston, MA and Manulife Investments for some of our local clients who we have worked with extensively.
Examples of how a patient and prudent approach to investment is rewarding.
One of the common thoughts we all experience when there’s a market correction is the idea that we feel the need to do something to make things better.
How successful have you been predicting the future? Sometimes we get lucky predicting the likelihood of events taking place at some point but doing so accurately is not a reasonable expectation
History repeatedly illustrates that both excessive gains and excessive losses in most balanced portfolios return to a normalized state after some period. Rebalancing tends to happen naturally. I refer to this as a Fear and Greed Index.
Manulife Capital Markets team recently reviewed the last several years of interesting global phenomenon and compared market returns of the S&P 500 (the index measuring 500 of the United States’ top companies) over that same 7-year period. The question to ask yourself as you read the following list is, “how would I expect the market to have performed during this time period when such things occurred?”
You’re not alone if you’re feeling a sense of concern combined with some confusion about the state of world markets at this point in 2022. The notion of a “bear” market is one which causes general fear in the population.
Today I’m sending you a letter to remind us about how our emotions interact with all aspects of our lives, including our financial affairs. Globally speaking, it’s a highly consequential time in our lives and it’s important to be mindful of how markets tend to react during such uncertainties.
We have witnessed some remarkably strong investment performance over the past three years, but it's important to take a deeper look at these strong levels of growth to gain perspective...
Every financial advisor is different, and it is important both the advisor and client are a good fit for each other. So, what is it like working with Matte & Associates?
Booking a meeting at Matte & Associates is easy! We have a new online system where you can schedule your own appointment whether it be for a phone call, a virtual meeting, or in-person.
Giving changes everything! Matte & Associates is excited to support local children in need this holiday season by participating in the Kelowna Sunrise Rotary Club's Season of Giving Calendar fundraiser.