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25
It’s All About Time in the Market, Not Timing the Market

The difficulties of market timing have been well documented in financial literature. In addition to the challenge of deciding when to get into and out of the market, market timers must overcome the burden of higher costs due to more frequent trading as well as the tax implications of this trading.

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10
Putting Earnings Season Under a Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows. 

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Posted in: Market Commentary
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10
Market Update - May 2019

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. 

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04
IPO FOMO

"I have a fear of missing out (FOMO)! How should I invest in IPOs so I don’t miss out on the next big thing?"

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04
Strategically Looking Ahead

Is it possible to estimate forward-looking returns over short and long time horizons? 

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30
SAVANTalk - Spring 2019

Just as a knowledgeable tour guide can make a trip less stressful and ensure you don’t miss the important sights, an independent and objective financial advisor can help assure your investments are well balanced, diversified, tax-efficient, cost-efficient, and avoid unnecessary risk while you’re on the road to your ideal future. This issue of SAVANTalk is dedicated to that journey.

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13
Brexit: 3 Years and 3 Rejections Later

The UK vote in June 2016 resulting in the decision to leave the European Union (EU) was historic! However, here we are three years later with uncertainty still surrounding that decision. The UK was originally due to leave the EU on March 29, 2019; however, the withdrawal agreement reached between the EU and the UK has now been rejected three times by UK Members of Parliament. 

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30
Market Update - April 2019

Global stocks rallied 3.3% during April resulting in a 16% year-to-date return. Markets that led with some of the strongest returns during the month were Germany (+7.0%), South Africa (+8.1%), and Sweden (+6.1%). Short- and intermediate-term bonds rose 0.2% for the month. Alternatives generally pulled back during April with the exception of managed futures (+0.5%). 

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17
The Zero-Cost Collar: A Strategy to Limit Your Losses…and Gains

Today’s market environment taps into common behavioral biases among investors, increasing the temptation to resort to complex option strategies to "save" their portfolio. A zero-cost collar is an option-based strategy some investors employ when looking at ways to possibly “insure” their stock portfolio against losses.

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15
Index Investing: Too Much of a Good Thing?

The merits of index investing are numerous with low fees, transparent rules, and minimal turnover among the most frequently cited advantages. However, not everyone views the rise of index investing as a good thing, and an increasingly popular debate has been the question of how much indexing is too much. 
 

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