Trailing vs Rolling Returns
In a world of instant updates and daily stock market news, investors often fixate on chasing short-term returns or “beating the market.”
25 Years in Risk Management
Quick – where were you 25 years ago?
Don’t Fight The Tape In 2022 – Hedge The Tape Before It’s Too Late
The 2022 investment year is now well underway and financial advisors and investors would be well advised to not, as the old saying goes, “fight the tape” of what is shaping up to be a difficult year for the stock market.
Implications of the Fed’s Policy Shift for Investors
The Federal Reserve signaling a shift in monetary policy is causing a shift in the markets that have run hot on many years of stimulus and low rates.
Investors and Advisors Are Compelled to Consider the Hard Economic Realities Facing the Financial Markets
As investors and financial advisors approach the end of 2021 and consider their annual recalibration of portfolio mix for the coming year, they would be prudent to factor in some difficult economic realities that can no longer be ignored–that will alter stock and bond performance into and well past 2022.
Inflation Or Not, The Bond Market Is No Safe Haven For Investors
Everyone was eager to put 2020 behind us, yet the Covid hangover lingers.
Advisors Must Rethink What a Modern Portfolio Looks Like
The last month has been a particularly choppy one for markets, with the CBOE Volatility Index (VIX) spiking more than 80% during October. It’s clear the combination of rising interest rates, mounting trade tensions and looming recession fears are setting in.