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Third Quarter 2021 Newsletter

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Third Quarter 2021 Newsletter
By: Sarah K. Charles, CSRIC™, AIF® / Director of Business Strategy and Bill Laird, CFA®, CFP® / Chief Investment OfficerA Look Back (Because Hindsight is 20/20) Sarah K. Charles, CSRIC™, AIF®The new fall season of TV boasts 25 reboots. Imagine.  Twenty-five TV shows that have come and gone and are now back again – revived or reimagined; and while I love Frasier Crane as much as anyone, it seems as if we have run out of ideas for new content and find ourselves with no other option but to recycle the characters and storylines of the past.It’s not just the fall TV line-up where stories are being recycled.    Each quarter, when I sit down to write this newsletter, I have one primary objective: find the story that’s been garnering the most headlines in the financial media – and explain it by looking through the lens of financial science instead of what will sell the most advertising.  ...
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Second Quarter 2021 Newsletter

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Second Quarter 2021 Newsletter
The purpose of the DHG Wealth Advisors newsletter is to help you understand the stock market in ways not always covered by the financial media. We do this by focusing on both the core tenets of our investment philosophy, as well as examining recent market activity. In our Q221 newsletter, Sarah Charles discusses the recent cycle of new market highs and what it means for investors wondering “is now a good time to invest?” while Bill Laird addresses recent concerns over inflation.
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First Quarter 2021 Newsletter

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First Quarter 2021 Newsletter
The purpose of the DHG Wealth Advisors quarterly newsletter is to help you understand the stock market in ways not always covered by the financial media. We do this by focusing on both the core tenets of our investment philosophy, as well as examining recent market activity. In our Q121 newsletter, Sarah Charles addresses the appeal of 21st century financial “Siren songs,” including cryptocurrencies, while Bill Laird explains what is driving the ongoing rally and offers clients some perspective on recent returns.
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Fourth Quarter 2020 Newsletter

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Fourth Quarter 2020 Newsletter
By all counts, 1896 was a significant year. Utah was admitted as the 45th U.S. state. The first X-ray photograph was taken. Puccini's La Bohème premiered in Turin while Oscar Wilde's Salomé premiered in Paris. Stanford and California played the first known women's college basketball game. Henry Ford finalized development of his first automobile – the Ford Quadricycle. And in May of that year, 12 stocks were chosen to form the Dow Jones Industrial Average (DJIA).
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Third Quarter 2020 Newsletter

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Third Quarter 2020 Newsletter
Once upon a time, the news was published twice a day. In the event of breaking news, publishers might publish an “extra” edition (which is where we get the iconic image of newspaper boys standing on street corners shouting: “Extra! Extra! Read all about it!”) but for the most part you could count on one round of headlines in the morning and another at the end of the day.
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The friendship between Martha Stewart and Snoop Dogg seems unlikely. She’s the polished lifestyle expert who gives new meaning to the concept of domestic perfection, and he’s a pot-smoking rapper.  And yet, not only is their friendship very real, it led to two seasons of the Emmy-nominated show Martha and Snoop’s Potluck Dinner Party. Who could have predicted the success of these unlikely besties hosting a weekly potluck? Not many because frankly, it doesn’t make sense. 
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March Madness. It conjures up images of office pools, trash-talking and some of the best college basketball played all year. But 2020 saw a different kind of March Madness as the COVID-19 pandemic spread across the globe impacting the lives of hundreds of millions of people. As the number of cases began to rapidly grow, and the death toll mounted, social distancing and self quarantine guidelines were put in place in an attempt to flatten the curve and reduce the strain on our healthcare system. The result was a “self-induced” economic slow-down the likes of which we’ve never experienced as most non-essential businesses were asked to shut their doors.
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By now, you’ve probably seen a few – or a few thousand – retrospectives on the past year and the past 10 years … with a few 20-year reflections thrown in. Maybe it’s the nice, round new year number. Maybe it’s the surprisingly strong 2019 returns, even though there was plenty of room for doubt throughout. Or maybe it’s the wishful thinking that “2020” might finally offer us the perfect vision we’ve lacked so far. Whatever the reason, it can be entertaining to reminisce about the year just ended, and guess at what the next 12 months may bring. But, as Jeff Sommer of The New York Times said, “It is the time of year for predictions and I’ll make one: You will be better off ignoring the Wall Street stock-market predictions for 2020.”
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Third Quarter 2019 Newsletter

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If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil … you name it. There’s plenty to think about these days. We encourage you to consider how current events may shape the actions you’d like to take in your larger life. But topsy-turvy yield curves and all, nothing we’ve seen lately has altered our strategic recommendations on how to pursue your personal investment goals while managing the risks involved.
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Second Quarter 2019 Newsletter

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Q2 2019 Newsletter Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between cooling chills and hot thrills this summer. Let’s take a refreshing journey back to May 2018, when the CFA Institute hosted its 71st Annual Conference in (of all places) Hong Kong. It’s also where Nobel Laureate and behavioral economist Daniel Kahneman presented how to improve on decisions by tuning out the “noise.”
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