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Tag Archives for: "Markets"

Alternative Reality

September 24, 2018
#Markets
 Alternative Reality

Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce [...]

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Doing Well and Doing Good?

May 18, 2018
#Markets
 Doing Well and Doing Good?

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals [...]

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A Letter to Clients: Wow, What a Week

February 9, 2018
#Markets, Tobias Newsletter
 A Letter to Clients: Wow, What a Week

Well, this has been quite a week from a stock market perspective.  We haven’t seen this kind of volatility in some time.  I wanted to send a quick note and remind you that this was completely [...]

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Is January a Good Indicator for the Year?

February 8, 2018
#Investment Management, Markets
 Is January a Good Indicator for the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 [...]

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The Uncommon Average

November 19, 2017
#Investment Management, Investment Plan, Investment Planning
 The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]

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Lessons for the Next Crisis

October 30, 2017
#Investment Management, Investment Plan, Investment Planning
 Lessons for the Next Crisis

Early October marks the 10-year anniversary of the S&P 500 Index  reaching  its all-time high  before losing more than half its value over the next year and a half during the global financial [...]

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Quit Monkeying Around!

August 21, 2017
#Investment Plan, Investment Planning, Markets
 Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not [...]

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2016 Presidential Election Results

November 9, 2016
#Tobias Newsletter
 2016 Presidential Election Results

As last night’s election results triggered uncertainty among investors, financial markets experienced downward pressure. However, this morning’s trading was calm relative to the commotion seen in [...]

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