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Entries for 'Investment Research'

12
The Forward Looking Nature of Markets

Much is still uncertain about when everyday life, and economic activity, will return to normal. However, when it comes to investing, it’s important to focus on the long term, not short‐term news headlines. 

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11
Maxims for Good and Bad Markets

As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today as a guide to managing investments and helping plan ideal futures for our clients. 

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08
Market Update – April 2020
Global stocks (+11.0%) started off the second quarter on a positive note. All equity asset classes posted gains for the month with U.S. small cap stoc...

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19
Market Update – January 2020

Global stocks (-1.3%) kicked off the year by struggling with losses across the board. Emerging market stocks (-4.7%) suffered the most while U.S. large cap stocks (0.0%) were the best performers by posting a flat return. 

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11
What’s New at Custody Banks?

With numerous major brokerage/custody firms (including TD Ameritrade, Charles Schwab, and Fidelity) recently eliminating commissions for trading stocks and exchange-traded funds (ETFs), now is a great time to be an investor. While explicit trading costs seem to be going away across the industry (via commission-free trading), it’s still important for investors to understand the implicit trading costs associated with placing trades and how brokerage/custody firms can stay in business in a new commission-free trading environment. 

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11
Market Update – November 2019

The second month of the fourth quarter was positive for global stocks (+2.5%), which have now gained 22.0% year-to-date. U.S. bonds remained flat throughout the month holding onto year-to-date gains of 6.7% for U.S. intermediate-term and 2.9% for short-term bonds.  Alternative asset classes (REITs, Commodities, and Managed Futures) all posted losses for the month.

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15
Is It Time to Get Defensive?

Offense wins games, but defense wins championships. More than ten years into one of the longest bull markets on record, it is natural human behavior to think maybe this is as good as it gets. With the 24/7 news cycle, investors are bombarded with news and perspectives that threaten the end of a historic run. But before making any decisions, it is helpful to consider the probability that a diversified portfolio prevails with a positive return. As it turns out, we believe your diversified portfolio may be a dynasty for the ages. 

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07
Unpleasant Dinner Table Topics

Politics and religion. Two of the most commonly debated subjects. So why bring one of them up? With impeachment rumors flooding the headlines, it’s pertinent to address the political questions surrounding the dinner table. Will this disturb my investments? Should I pull my portfolio out of the market?  

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07
Market Update - October 2019

The first month of the fourth quarter was positive for global stocks (+2.8%), which have now gained +19.1% year‐to‐date. Although US large cap (+2.2%) and small cap (+2.6%) had moderate gains within the month, their year‐to‐date returns are strong at +23.2% and +17.2%. 

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07
Market Update - September 2019

The final month of the third quarter was positive for global stocks (+2.1%), which are now up 15.9% year-to-date. Bonds (-0.4%), on the other hand, fell slightly as yields ended the month on a higher note.

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