Portfolio Management
Is AI The Next Big Thing In The Markets?
December 6, 2023
https://youtu.be/V2xtFzia32A?si=jGdQJX4WYGo8aygd We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared. Catch his exact words in the video above. AI is a major force in the economy. AI is a major force in the economy. I have been following the developments of artificial intelligence for a long time. What we have witnessed in the last few quarters is that AI is not only a scientific field,
Is Your Portfolio Underperforming … Compared to What?
November 16, 2023
Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Trading in reaction to excitement or fear tricks you into buying high (chasing popular trends) and selling low (fleeing misfortunes), while potentially incurring unnecessary taxes and transaction costs along the way. Still, what do you do if it feels as if your investments have been underperforming? Ask yourself this
Why Shouldn’t I Just Take the Money Market Return and Be Safe?
November 15, 2023
https://youtu.be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate of return and be safe?” This is a paraphrase of what he shared. Catch his exact words in the video above. Money markets have their appeal but there are long-term drawbacks to consider. Money market rates can be attractive to some investors because they show a nice steady increase with low drama whereas more traditional investments
