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Entries for 'Investment Research'

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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Posted in: Market Commentary
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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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12
Market Update – March 2019

Global stocks closed out a strong first quarter with mixed results in March. U.S. large cap stocks led the charge, rising 1.9%, while small caps struggled, down 2.1%. International developed (+0.6%) and emerging markets stocks (+0.8%) were up slightly. 

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15
Forward-Looking Returns

Life is a series of trade-offs. In order to get something, you have
to give something up. These common phrases apply to many
areas of life but they can also be applied to investing. Most
investors know that they have to sacrifice some safety and
take on risk to achieve better returns. Modern Portfolio Theory
(MPT) tries to make the most of that trade-off. It provides a
framework for evaluating how we can maximize return while
minimizing risk.

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Posted in: White Paper
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13
Tax Reform Aftermath

Have you filed your taxes for 2018 yet? There are big changes after the Tax Cuts and Jobs Act was passed in late 2017. Higher standard deductions, state and local tax limitations, and lower tax brackets will affect taxpayers for six years until the new law sunsets December 31, 2025.

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12
Market Update – February 2019

After volatility scared investors in the 4th quarter of 2018, holding stocks continued to pay off in February. Once more, U.S. small cap stocks led the charge, rising 5.2%, with large caps following suit, up 3.2%. International developed (+2.5%) and emerging markets stocks (+0.2%) were not as strong but still produced healthy returns. 

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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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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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