Business and Market Update

Sigma is Open for Business: As we survey the landscape we want to make sure that there is no question about Sigma being OPEN for business. – We are taking every precaution and making sure we are following the CDC and other government guidelines to protect our employees, doing our best to help them remain … Continued

Today’s Market Commentary – March 17, 2020

We live in interesting times. The current stock market behavior is reminiscent of the dot.com bust, 9/11, and the 2008 financial crisis, to name a few.  During moments like these, the market is responding not only to weakening economic fundamentals, but also fear and panic that arises during periods of uncertainty. The global effort to … Continued

Today’s Market Commentary – March 16, 2020

In a period of uncertainty, making drastic changes to one’s portfolio when asset prices are fluctuating by 5% to 10% per day is not a sound strategy.  Clearly, we are in uncharted waters and surrounded with a great deal of uncertainty. However, there is certainty of a recovery as we look beyond this short term … Continued

Today’s Market Commentary – March 13, 2020

The news changes so quickly that anything written seems to be almost obsolete before the send button can be pushed. However, the 50,000 foot view remains relevant. As my colleague Bob Bilkie wrote in a portion of yesterday’s Sigma blog:  it’s at times like these that we have to remain clearheaded and look beyond the … Continued

Today’s Market Commentary – March 12, 2020

This sounds like a cliché, but it’s at times like these that we have to remain clearheaded and look beyond the current financial despair. The economy will recover from the short term, coronavirus-inspired weakness and advance to renewed prosperity. So too will the financial markets. At Sigma, we have seen and lived through many periods … Continued

Corona Update

The stock market is going to react directly and proportionally to real time corona virus news. SARS and MERS were the precedents and warmer weather muted the virility of those viruses. Hence, it could be a few more weeks of volatility. All comments and or suggestions are welcome. Robert M. Bilkie, CFA

The Opportunities Presented by a Volatile Market

For investors, market volatility can be a painful thing, particularly on the down days.  No one likes to see the value of their portfolio go down, but every downturn comes with potential opportunities.  However, as emotions can run high, along with volatility, it is important to maintain portfolio discipline, staying with your long-term game plan, … Continued

When the News is Either All Good or All Bad

Recent market volatility, with daily multi-hundred point moves for the Dow Jones Industrial Averages, may be attributable to investors focusing, less on what the news actually means, but rather, interpreting every news item, on a given day, as either all good or all bad. Obviously, the outlook for individual companies or the general economy, does … Continued

Understanding Short-Term Market Volatility

Recent market volatility has given rise to all kinds of commentary, by assorted market prognosticators who, encouraged by the media, attempt to attribute some degree of significance to very short-term market swings.  Investors would be well advised to retain a focus on longer term objectives.  Perhaps the most useful explanation for very short-term market swings, … Continued

Doing Nothing

During periods of above average market volatility, or sharp moves in either direction, investors and advisors are likely to wonder if some action might be appropriate or expected.  This natural reaction may be exacerbated by an endless stream of punditry and suggested strategies from CNBC and other media outlets. In most cases, the most appropriate … Continued