Tag: 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 volatility without reducing expected return or increase expected return without increasing volatility compared to those individual assets alone. Many investors have taken notice, and today, […]

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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 and, if so, how. As citizens, individuals can express their political preferences around sustainability through the ballot box. As investors, they also can express their preferences through […]

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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 expected.  As nerve-racking as it is, if your financial goals, risk tolerance and portfolio are well aligned, then you […]

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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 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if […]

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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 average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, […]

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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 crisis. In the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank […]

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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 better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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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 the markets Tuesday night. As we indicated in our most recent blog post, we may see short-term volatility in the markets. This may present an opportunity to rebalance your portfolio […]

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