Understanding Markets

By: Ralph C. Freibert III, Chief Investment Officer When people ask, “How did the market do today? They are typically referring to the Dow Jones Industrial Average (The Dow), which is the oldest and most quoted index.  But, did you know there is a Dow Jones...

Why Diversification Works

By: Andrew B. Noto, Investment Advisor RepresentativeAs an advisor, it is sometimes a difficult to explain to a client why their assets are not keeping up with the popular, broad-based market indices such as the S&P 500 or the Dow Jones Industrial Average. The...

What’s Up With This Market? Economy vs. Markets

By: Ralph C. Freibert III, Chief Investment OfficerHaving worked directly with clients as well as directing the careers of hundreds of advisors during my own career, I have noticed a significant misunderstanding of the difference between investment markets and the...

Sorry to Get So Technical

By: Ralph C. Freibert III, Chief Investment OfficerLast week ended with the S&P 500 up almost 25% closing at 2,789.82 on Thursday, the largest weekly gain in 46 years! (1) There is no doubt that my expectation of “higher volatility” presented at our Outlook event...

The Trend is Our Friend

By: Ralph C. Freibert III, Chief Investment Officer For weeks now, I have been tracking the COVID-19 infection numbers.  I began on March 21st, and since then have waited anxiously every day for 12:00 noon when the State of Louisiana Department of Health releases its...

Models Are No Better Than Weather Forecasts

By: Ralph C. Freibert III, Chief Investment OfficerTo say, “This is a very fluid environment”, would be a tremendous understatement. However, to go on to state, “This is will be worse than 2008” would be an equal overstatement. The reality is, we do not have any...