Cedar Hill Associates

Global equities faced a fickle market backdrop during the second quarter. While improving economic fundamentals strengthened market sentiment through most of the quarter, investor anxiety re-emerged following Britain’s June 23rd decision to exit the European Union (EU).

Investors cautious after rocky 2015, but recession appears remote. Investors stomached a white-knuckle ride through much of 2015 as the financial markets searched for direction. Although global equity indices bounced off their September lows during the fourth quarter, returns for the full year proved disappointing.

Despite continuing to deliver solid earnings and dividend distribution growth, the prices of many Master Limited Partnerships (MLPs) have declined by about 20% over the past year. Here, President Alan Cole and Managing Director Chris Engelman discuss why MLP prices have been under pressure, as well as the steps Cedar Hill takes when investments like these fall out of favor to determine whether to hold, exit or add to the investment.

From the strengthening U.S. dollar to Bill Gross departure from Pimco, a few common questions have been coming up in Cedar Hills meetings with clients during the past few months. In this article, Managing Director Chris Engelman shares the firms thoughts on these timely issues.

There are no rewards from investing without some measure of risk. Risk management, a process for recognizing, assessing and prioritizing a variety of risks, is an essential part of managing a portfolio successfully. Cedar Hill takes a holistic approach to risk management by identifying each clients objectives, preferences and constraints, then creating specific asset allocation and implementation strategies to minimize the effects of negative events.

With the Standard and Poors 500 Index rising more than 20% since last June, some people are reluctant to invest now, fearful that stocks are poised to tumble again. By focusing on their long-term investment objectives rather than short-term market fluctuations, however, investors can plan for a sound financial future. Here, Cedar Hill Managing Director Chris Engelman offers strategies for building a portfolio that helps to limit market risks and increases the likelihood of achieving your long-term goals.