Many people we talk to are wondering how they can build wealth in a post-pandemic world. To help you think through how to best position yourself for success, we would like to offer these five ideas for the rest of the year.
As more people become concerned about our impact on the planet, the asset management industry has tried to keep pace. To help investors understand the ESG strategy of one firm, this blog post will summarize the approach taken by Dimensional Fund Advisors (DFA), one of the primary asset management companies that we partner with at Stratus.
While the pandemic has drastically shifted the economy, finances, savings and spending habits, and our approach to financial planning, not all of it has been bad, and we continue to try to look on the bright side – and help our clients do the same.
The outperformance of large growth stocks over the past decade has many financial commentators wondering if there is still a premium associated with investing in small cap and value stocks. We share our perspective here.
One of the asset classes that has been the victim of a lot of bad press lately is emerging markets. Over the previous decade (2010-2019), here is how emerging markets have performed compared to the S&P 500 and international developed markets.
As business owners, we know how to run our business and how to deal with “known unknowns”— those events like hurricanes, tornados or snowstorms whose timing is unpredictable but where the response has been effectively built on years of prior service. With COVID-19, we are dealing with an “unknown unknown” and to navigate these events proactively requires solid planning, strong communication and operational adaptability.