Our 2018 Annual Market Review is available here
Our 2017 Market & Economic overview is available here.
Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. Read More
Investors can benefit from consistent exposure in their portfolios to both US and non-US equities. Read More [article from March 2016]
Many investors look to gross domestic product (GDP) as an indicator of future equity returns. Read More.
Dave Butler from DFA offers a sports example to help investors apply discipline in a stressful market. Read More.
The market events of January 2016 provide an opportunity to examine several questions important to investors and revisit some fundamental principles of investing in capital markets. Read More.
The Rise of Short-Term Rates While many market participants were waiting for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces. Read More.
Should Investors Sell After a “Correction”? Financial professionals generally describe any decline of 10% or more from a previous peak as a “correction,” although it is unclear what investors should do with this information. Should they seek to protect themselves from further declines by selling, or should they consider it an opportunity to purchase stocks … Continue reading
The Seven Roles of an Advisor. What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. Read More.