A Subtle But Crucial Data Point

Below is a synopsis of this investment report: A key component to our secular bull thesis on equities is the overall strength and direction of the U.S. economy. As third quarter earnings wrap up, small cap stocks have significantly outperformed large cap stocks on the back of solid ea
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A Tale Of Two Cities

Below is a synopsis of this investment report: Consumer spending drives 70% of our economy, yet it’s shaping up to be a “Tale of Two Cities.” High-income earners are experiencing several tailwinds as home values and equity portfolios continue to rise, while low-incom
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Kicking The Can Down The Road

Below is a synopsis of this investment report: Crossing the debt ceiling has been averted, and the government shutdown is over… For now. Now that our government has “kicked the can down the road” until February, we expect the media will shift its focus back to the po
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Tweeter vs. Twitter

Below is a synopsis of this investment report: Tweeter Home Entertainment saw its stock price surge last Friday as demand for the stock of this bankrupt company increased seven-fold. Twitter’s initial public offering (IPO) is the most anticipated IPO of 2013, and last Thursday t
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Debt Ceiling Implications

Below is a synopsis of this investment report: The media has devoted a great deal of attention towards the government shutdown and debt ceiling debates this week, as well as a possible default by the U.S. government on its debt. Whereas we feel that the government shutdown is immateri
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What’s Priced In?

Below is a synopsis of this investment report: As important as it is to understand the reasons for a market correction, it’s equally important to understand the drivers behind an unexpected market rally. Investors witnessed two market rallies this week fueled by short-term traders com
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Investors Get Paid To Think Long-Term

Below is a synopsis of this investment report: Our shift from fixed income to equities in our conservative portfolios has increased short term volatility, which is a healthy component to any equity bull market. History shows that stock prices go up over time and during strong bull mar
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Short Term Pain For Long Term Gain

Below is a synopsis of this investment report: The recent market volatility has presented an attractive opportunity to put our large cash position in the DIAS Conservative Income (CI) portfolio to work. In doing so, we also dispel three common myths in the market that are critical to
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Diversification – More Than Meets The Eye

Below is a synopsis of this investment report: Diversification is the “Golden Rule” of investing, and proper implementation is absolutely mandatory in a well-constructed portfolio. Despite popular belief, diversification is not achieved by simply buying several high qualit
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Leadership Changes

Below is a synopsis of this investment report: Defensive sectors such as telecom, utilities, and consumer staples led the stock market rally up until the beginning of April. At that time, we felt that these sectors were peaking in valuation and began to prepare for a shift out of defe
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