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Entries for 'Investment Research'

15
2017 and Beyond: A World of Possibilities
During the last quarter of 2016 one thing became undeniably clear - the scene is set for uncertainty in 2017. From an economic standpoint, times are good in the U.S. Unemployment is steady near pre-recession lows, wage growth is picking up, and inflation is getting close to the Fed’s 2% target. These positive trends are projected to continue into 2017, with expectations having been reinforced by the Fed’s recent rate hike and more aggressive stance on raising interest rates, announcing the projection for three interest rate increases in 2017.

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15
What We Thought Would Happen, Didn't
It’s human nature to form expectations on what will happen in the future. If we had polled a group of our clients or even a larger group of people, the general consensus would have likely included similar expectations to the ones mentioned in this article. We now know those expectations did not play out.

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25
The Next Frontier - Investing in Frontier Markets
Just as promises of gold drew prospectors of the 1800s westward, the potential for higher expected returns attracts investors to the frontier markets. While the challenges differ, investors on this frontier should not brush aside the lack of liquidity or region concentration. With this in mind, utilizing a strategy that dampens the costs and risks while providing an exposure to fast-growing frontier markets (“the new emerging markets”) could provide an allocation to frontier markets that can be markedly beneficial to a diversified portfolio.

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14
Q3 2016 Market Update Webinar
Brad Stewart, a member of Savant's investment research team, shares a review of markets during the third quarter of 2016.

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13
Monthly Market Update - August 2016
U.S. markets continued to post positive returns in August. The S&P 500 moved up just 0.1%, but U.S. large value stocks gained 0.7% and U.S. small stocks rose 1.8%. International large value stocks had a strong return of 1.6% while international small stocks struggled this month, losing 0.5%. Emerging markets were the top performing asset class, posting a 2.5% gain. Bond returns were down this month as the 10‐year Treasury yield rose slightly. Alternatives experienced modest declines for the month.

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19
Going for Gold: A Mid-Year Update
More than 10,000 athletes from 186 countries will battle for their respective medals. In exciting news for many sports enthusiasts, Rio 2016 is bringing back rugby and golf, which haven’t been seen in the summer games since the early 1900s. The stark contrast between these two sports exemplifies investors’ experiences with the markets in the first half of 2016. The first quarter was a bit like rugby – the market was thrown to the ground with a rough start to the year. It may have felt like your portfolio was being tackled, but by the end of the first quarter the market almost fully recovered. The second quarter was a bit more like the quiet game of golf – much more calm with the drama saved until the end with the Brexit decision in the UK jolting markets just before the quarter-end. Despite that volatility, markets bounced back in the final days of the quarter. As you can see in the illustration below, diversifiers such as alternatives helped to smooth out some of the volatility and boost portfolio returns. With the exception of international stock markets, most markets ended the quarter in positive territory.

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19
5 Strategies for a Winning Retirement Plan
You’ve worked hard and saved for the future. Now that retirement is right around the corner, spend time thinking about what you want your ideal future to look like. What are your values, priorities, and goals? Perhaps you want to travel the globe or buy a second home. Maybe you would like to fund higher education for your family’s next generation or make sure to leave a legacy for multiple generations. We believe individuals who formalize and document what’s important to them have a significantly higher likelihood of reaching their goals. Research demonstrates that what gets measured gets done.

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12
Monthly Market Update - July 2016
.S. markets rallied to new highs during July. The S&P 500 climbed 3.7% and U.S. small stocks surged 6.0%. International stocks had a great month, with developed international large stocks returning 5.1% and international small stocks up 6.1%. Emerging markets returned 5.0%. Bond returns were modest as the 10‐year Treasury yield remained stable, but TIPS returned 0.9%. REITs had another great month, up 4.6%, and commodities fell 5.1% primarily due to lower energy costs.

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05
If Portfolios Could Vote

This year’s election is shaping up to be one for the history books. Ever-changing social and economic issues, unconventional candidates, and citizens irritated by uncooperative politicians are all contributing to this hotly contested and widely covered election season. While the media blasts new headlines on a daily basis, investors are left wondering, “What does this mean for my portfolio?!” Following the evidence, we will take a closer look into whether either political party fosters a better climate for financial markets.

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13
Monthly Market Update - June 2016
Markets were tested by the UK’s vote to leave the EU but swiftly recovered most of their losses before the month ended. The S&P 500 was near flat with a return of 0.3%. International developed market stocks were hit hardest by the Brexit with losses across the board, but emerging markets gained 4.0%. Bond returns were very strong as yields declined substantially. REITs, commodities, and managed futures also had healthy returns in the 3‐5% range.

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