Emerging markets have come under pressure over the past year due to the Federal Reserve tapering its asset purchases and increased expectations of higher interest rates in the U.S...
Imagine you purchase Apple stock. By definition, you and the seller are on opposites sides of a binary trade – if Apple zooms up, you will have made money and the seller will presumably regret selling, and vice versa. Apple is most likely going...
High-frequency trading (HFT) is a topic institutional investors and traders have been battling for years. A new book titled Flash Boys by author Michael Lewis of Moneyball fame, investigations out of U.S. regulators and a 60 Minutes spot on a rec...
If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. You’ve been reading everything you can get your hands on, talked to other...
This financial market reminds me of when we were kids sitting at the dinner table and the one thing almost all of us heard back in the 1970s was “that plate better be clean by the time I get back or else.” This left us with...
To understand our third criteria for selecting stocks, you need to imagine athletes who have found the fountain of youth. Consider this: Robinson Cano has been one of the most consistently successful baseball players over the last ten years, and...
The alternative investments universe generally consists of investments outside of publicly traded real estate, equity and debt. It includes investments ranging from private commercial real estate, hedge funds and managed futures, liquid alternati...
Structural and regulatory changes have motivated larger bond dealers to scale back their capital commitments – with significant implications for fixed income managers...
In 1994, the now famous financial planner William Bengen developed what today is known as “the 4% rule.” Bengen gathered stock and bond performance data dating back to 1926 and modeled a hypothetical 50/50 portfolio using 51...