Blog

Market Review – First Quarter 2012

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.

State of Mind

America is aging.  Of course this only natural, given the baby boomer generation is now full steam ahead toward hitting the retirement age of 65 (or 66 is you ask Social Security!).  Today, 13.5% of Americans are 65 or older.  Eight years from now in 2020, it is expected that over 16% will be 65 […]

2011: A Year in Review

The past year reminded investors that they should hope for the best, prepare for the worst, and be thankful when reality does not match their fears. Investors entered 2011 with hopes that the world economy would continue recovering from a long and painful deleveraging process. Equity markets had posted two straight years of positive performance, […]

Lessons in Mutual Fund Flows

Since 2008, economic uncertainty and market volatility have tested the staying power of investors around the world. Many people fled equities during the worst months of the global financial crisis, while others waited for signs of a turnaround before investing more. Their emotional reactions may have exacted a large price on their wealth. The graph […]

2011 – Third Quarter Review

In this blog post we offer you an overview of the third quarter of 2011. We realize that this is a longer post with a lot of content, so we suggest reading the first two sections to gain a broad overview, and to continue from there for further details and insight. For a better view […]

Lullaby Part 3: You May Be Right

Here we present the third and last installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. Make sure to read Part 1: We’re Only Human and Part 2: Pressure. Click on […]

Lullaby Part 2: Pressure

Here we present the second installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. After publishing the third installment, the entire article will be made available in pdf form. Make sure […]

Lullaby Part 1: We’re Only Human

Over the next couple blog posts we will be doing a 3-part post entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. After publishing the third installment, the entire article will be made available in pdf […]

Buyer Beware!

Buyer Beware! Don’t let them fool you…Advisors love crazy markets.  You see, this is the time they prey on the weak because they know that the research shows that money is on the move.  In fact, a Wall Street Journal column from October of 2008 tells us that 4 out of 5 investors were open […]

What am I supposed to do?

We recognize that over the past couple weeks we have posted quite a lot of content in several blog posts, and while we hope that you’ve found those posts to be insightful and informational, this week we’d like to do something a little different. This week will mark the first in a series of Question […]