Markets Panic – Should You?

Below is a synopsis of this investment report: U.S. stocks are off to a rough start in the fourth quarter, with both the S&P 500 and the Dow Jones Industrial Average (Dow) erasing year-to-date gains through October 24. Meanwhile, the technology-heavy Nasdaq Composite index has fin
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What Is Risk?

Below is a synopsis of this investment report: Answering the Unanswerable Market Declines Are Normal Looking Ahead   As Hurricane Michael ravaged the Florida panhandle and the Southeast, so did a surge of selling hit Wall Street this past week. At Thursday’s close, two days of de
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Can Bonds Still Save the Day?

Below is a synopsis of this investment report: Our traditional understanding is that bond prices go up when stock prices go down. This has not been the case in 2018, however, as stocks sold off in the first quarter and bonds have also posted negative returns. The reversal of an establ
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Global Monthly Focus – April 2018

Below is a synopsis of this investment report: U.S. markets rebounded in April after two turbulent months. Geopolitical headlines continued to play a significant role in unsettling investors, particularly the “trade war” between the U.S. and China. In the end, the stronger
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Why Is Everyone Talking About the 10-Year Treasury?

Below is a synopsis of this investment report: The new headline this week centered on the 10-year U.S. Treasury yield, which rose slightly above 3% intraday for the first time since January 2014. The 10-year U.S. Treasury is a yardstick used to gauge long-term growth and inflation exp
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The Bull in the China Shop?

Below is a synopsis of this investment report: The markets have reacted sharply to the recent news on the trade wars. It’s up. It’s down. It’s flat. It’s hard to make any sense of what is taking place. Here’s a recap of the recent spat: The Trump administ
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What Rattled the Markets on Monday?

Below is a synopsis of this investment report: Tech stocks, retailers, energy, financials – all sectors in the S&P 500 took a hit on Monday. Following is a quick wrap-up on the day: Facebook led technology stocks lower as it came under scrutiny for reports of a data breach and inc
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Should We Worry About Inflation?

Below is a synopsis of this investment report: The markets sold off in February on concerns that the strong economy may overheat, inflation may spike, and the Federal Reserve (Fed) may then raise interest rates more aggressively to try to combat higher inflation. Inflation has been be
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What Will the Market Do This Year?

Below is a synopsis of this investment report: Investors want to know that they are with a manager who is good at predicting annual returns Data indicate that this task is harder than it may seem Focus on fundamentals more than forecasts to prevent unnecessary risk creeping into a nes
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Easy Money

Below is a synopsis of this investment report: This year has been a good one for many asset prices across the world. Few risks are more dangerous to a nest egg than greed and euphoria. Easy money rarely exists, so it’s best to ignore those who promise otherwise.   For full
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