Jun 13, 2016

Capital preservation strategies are popular amongst the retirement set and those with an overall unwillingness to risk losing their savings. While these approaches tap safe investment vehicles like Treasury bills and certificates of deposit...

Most Expensive Bond Market in History Has Come Unhinged. Or Not.

Jun 13, 2016

(Bloomberg) -- Today’s bond market is defying just about every comparison known to man...

Preparing For The Summer: A Bump In The Road

Jun 13, 2016

Markets have bounced back strongly from the February lows and investor flows and positioning now suggest some complacency. Given the increased event risk in coming months, we see scope for profit taking and short term volatility. We make...

Active Versus Passive Doesn’t Have to Be Either/Or

Jun 13, 2016

Why do so many financial professionals back passive investing to the exclusion of other options? One reason is the financial collapse of 2008. A lot of active managers didn’t “save” investors when they needed saving the most...

Bond Yields Around the World Fall to Records on Growth Outlook

Jun 10, 2016

(Bloomberg) -- The rush into government bonds during 2016 shows no sign of reversing as a weakening global economic outlook and political risks fuel demand for perceived havens...

U.S. Wealth on the Rise

Jun 10, 2016

It's a seller's market. | Copyright Scott Olson, Getty Images Thanks to rising home prices, the wealth of U.S. households rose 1 percent in the first quarter of 2016, to $88.1 trillion, according to the Federal Reserve. The hike comes even as ...

ETFs Continue to Supplant Mutual Funds

Jun 08, 2016

Exchange traded funds continue to rise in popularity among financial advisors, according to The 2016 Trends in Investing Survey conducted by the Journal of Financial Planning and the Financial Planning Association Research and Practice Institute...