Market Volatility

Submitted by Pat Cote on October 30, 2018

As the stock market has shown many times in the past, October was once again a month of high market volatility.  This brings the usual chatter about what’s driving the volatility – the Fed raising rates, trade wars, political issues, etc.  It is not necessarily a bear market looming - the reality is that we just experienced the longest bull market in US history, so we are overdue for market volatility, including a market correction.

There are three key steps to follow, especially with volatile markets:

(Board of Advisors members, clockwise starting from left: Greg Mand, Pat Cote, Jonathan Shelon, Susan Powers and Chris Sullivan)

Submitted by Pat Cote on Sept. 26th, 2016

Our third annual AssetGrade Board of Advisors meeting in New York was a great success.  Board members Greg Mand, Susan Powers, Chris Sullivan and I welcomed new board member, Jonathan Shelon, and had a chance to review our strategy.
 
We are often asked what our board of advisors does.  As a privately-held company, we have no external investors and therefore do not need a board of directors.  Our board of advisors provides the benefit of very helpful input from sophisticated advisors with years of strong, relevant experience.

It is my great pleasure to join the AssetGrade team.  As Pat noted, we worked together very successfully in the past.  In thinking about this next phase of my career, I’ve been very excited about the opportunity to partner with a professional of such quality and integrity and one I consider my friend.