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Entries for 'Investment Research'

11
Evidence-Based Investing

How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? This paper provides a framework called Evidence-Based Investing that can provide investors optimal outcomes based on compelling scientific evidence.

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Posted in: White Paper
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26
Market Outlook: Focus on the Fundamentals

While we cannot control what the market does from year to year, we can use long-term expectations for returns and volatility to provide information in the financial planning process for clients. This information serves to help add confidence that the plan is working, despite the uneasiness brought on by market volatility. 

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Posted in: Article
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08
Remembering John C. Bogle

John (Jack) C. Bogle may not be a household name amongst individual investors, but his profound impact on the financial services industry is undisputable.

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Posted in: Market Commentary
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08
Market Update - January 2019
Following a disappointing fourth quarter, stocks got off to a blazing start in 2019! Despite the U.S. government shutdown casting a shadow on sentimen...

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Posted in: Market Commentary
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10
2018 Review: Exceptional Yet Volatile

Looking back at the start of 2018, analysts feared the economic expansion was nearing its end. It was common to hear the expansion was running on borrowed time as the economy grew closer to its longest expansion in history.

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Posted in: Market Commentary
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10
Market Update - December 2018

Through December and much of the fourth quarter of 2018 investors had to contend with rising interest rates in the U.S., a sharp slowdown in Eurozone business confidence, weaker Chinese growth and rising trade war concerns.

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Posted in: Market Commentary
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13
The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time.

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Posted in: Article
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10
Fuel Up (It May Not Last)

Prices at the gas pump dropped toward the lowest of the year as a result of the price of crude oil per barrel dropping for several months. 

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Posted in: Market Commentary
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10
Market Update - November 2018

After a painful October, global stock markets (+1.4%) rebounded modestly in November. Bond markets also had positive returns for the month. In the final days of the month, Federal Reserve Chair Jerome Powell issued a statement that monetary policy was approaching neutral which fueled the market gains.  

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Posted in: Market Commentary
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16
Mutual Funds & ETFs: Which Vehicle Should You Use?

Mutual Funds or ETFs? Which one is right for you? Here are four elements to focus on when making that decision.

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Mutual Funds, tax efficient investing, trading flexibility
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