Blog
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may...
read moreLessons For The Next Crisis
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as...
read moreWhen Rates Go Up, Do Stocks Go Down?
SHOULD STOCK INVESTORS WORRY ABOUT CHANGES IN INTEREST RATES? Bond prices tend to fall with interest rate increases because any new bonds will likely pay more in interest to bondholders and that fact makes the existing bonds with lower interest rates less valuable....
read moreThe Election & Financial Markets
The U.S. presidential election results are, at the very least, shocking to many of us. Following this upset in election results, we should anticipate significant volatility in financial markets. Why? Financial markets historically loathe uncertainty and, regardless of...
read moreLesbians Who Tech – Our Kind of People
We had the pleasure last week of sponsoring, attending, and speaking at the Lesbians Who Tech Summit in San Francisco. The main event was held in the Castro Theater, a historic landmark in the heart of the Castro District, and surrounding local restaurants and bars....
read moreRecent Market Volatility
WE SHOULD EXPECT VOLATILITY It is important to remember how well-functioning capital markets work and what prices reflect; prices reflect the aggregate expectations of market participants. Risk aversion, investors’ tastes and preferences, and expectations about future...
read moreRobasciotti & Philipson – What’s in a Name?
As of January 1, 2016, Robasciotti & Associates, Inc. officially changed its name to Robasciotti & Philipson. This opens a new chapter for the firm and officially recognizes both Rachel Robasciotti and Maya Philipson as its principals. But this is more than...
read moreWelcoming New Staff
With the new year and new name also come staffing changes at Robasciotti & Philipson. We are sad to see some familiar faces move on to the next adventure in their lives and we could not be more proud or wish them any better. We are elated, however, to introduce...
read moreWe’re on Social Media!
In addition to the client portal, Robasciotti & Philipson is now on social media! Rachel, Maya, and the firm can all be found on Twitter @rrobasciotti, @MayaPhilipson, and @RandPWealth, respectively. The firm also now has a Facebook page at:...
read moreSecondhand News
Why don’t the media run more good news? One view is bad news sells. If people preferred good news, the media would supply it more readily. However, markets don’t see news as necessarily good or bad, but rather in terms of what is already built into prices. One...
read more