Most of us are familiar with the Wealth Effect: when people perceive themselves to be richer, they spend more. This personal wealth pendulum is usually influenced by rising property values or an uptick in investment performance. While real...
After enduring one of the most tumultuous periods of modern US stock market history, investors have gained a renewed interest in strategies aimed at reducing the volatility of their investment portfolios. Traditionally, this has meant increased e...
“Equities continue to benefit from the prospect of modest economic growth and supportive monetary policy, coupled with reasonable sentiment and valuations.”
If you dream about investment market outcomes which are already popular in the marketplace, your dreams can turn into nightmares. The Everly Brothers 1958 hit song, “All I have to do is Dream” tells us a great deal about the long-term posture ...
Much Equity Investing should be Invested in Such
With earnings season rolling along basically in line with expectations, investors continue to focus on macro issues, political policy platforms and the new Fed personnel. As a result, eco...
The cool and trendy hot topic five years ago was technology, which then turned to integrations just a few years back. Today’s hot topic isn’t sexy but worth discussing in length: lean operations planning. Operations Planning and Lean Six Sigma...
As more and more financial advisors transition to independence, they often cite higher payouts, better support from a new broker/dealer, and the ability to operate their business as they wish as the reasons for making the move. However, one huge...
Two performance trends have stood out across world markets during 2013. The first is the strong outperformance by equities over bonds. The second is the strong returns of the U.S. stock market relative to other stock markets around the world...