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Can North Korea Impact Your Nest Egg

August 18, 2017

SYNOPSIS • President Trump’s “fire and fury” remark this week that targeted North Korea injected volatility into a stock market that has otherwise been relatively quiet this summer. • Any military response will most certainly cause volatility to rise in global equity markets, but the risk of material impact to the U.S. economy is very…

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Don’t Take the Bait

August 11, 2017

SYNOPSIS •  There is a saying that stocks go up in escalators and down in elevators. Since the presidential election last November, it feels like this old adage may no longer apply. •  A large allocation to stocks should not be completely predicated upon an investor’s expectations for future returns. •  Discipline is one of…

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Will Rising Rates Cause Stocks to Crash?

July 28, 2017

SYNOPSIS A rising interest rate, on it’s own, is not enough to estimate the future direction of stock prices. Several investors have voiced the concern that higher rates are the beginning of the end for this bull market. The decision to sell stocks simply because rates are rising could risk leaving and investor out of…

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Should Investors Fear the Weakening Dollar

July 7, 2017

SYNOPSIS • The U.S. dollar (USD) plays an integral role in global economic activity, so its value relative to other major currencies is watched very closely. • A weaker currency does not imply a weaker economy, and the two often march to the beat of their own drum. • The USD is the most widely…

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Another Bear Market

June 30, 2017

SYNOPSIS • This week, oil fell into its sixth bear market in the last four years. • Oil has been a big story and market-mover since Saudi Arabia started a price war back in 2014. • Saudi Arabia will regret the day they started this price war. (436) – Another Bear Market-

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5 Challenges Facing Investors

June 23, 2017

SYNOPSIS • The “60/40” playbook worked well over the last three decades thanks to falling interest rates and strong economic growth. • Five challenges face investors that will make the 60/40 approach less effective. • Complex markets call for more sophisticated solutions, and using a playbook designed for simpler times is akin to bringing a…

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Words To Live By

June 16, 2017

SYNOPSIS • The best part of being a professional investor is the opportunity to learn something new every day. • Investors are wrong far more times than they are right, so it’s important to view every hit or miss as a learning exercise. • Here are ten lesser-known quotes that have helped guide my investment…

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How to Help the Next Generation Plan for Retirement

June 2, 2017

SYNOPSIS – Retirement planning has become far more complicated for the younger generation relative to when current retirees first got started. – Hear are some tips to start preparing today for markets tomorrow that will help them navigate the complexities that they will most likely face. – Disciplined investing can build a nice nest egg…

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A Bitter Rivalry

May 26, 2017

SYNOPSIS • Yale University’s endowment returns have crushed the competition over the last 25 years. • Alternative investments are those that are not considered to be traditional investments such as stocks, bonds, and cash. • Yale can attribute its stellar performance to its large allocation to alternative investments. (432) – A Bitter Rivalry

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Protecting Against Pilot Error

May 12, 2017

SYNOPSIS • A survey conducted back in 2015 indicated that 37% fear the stock market and 73% equate buying equities to gambling. • Given the events that have transpired in equity markets since the late 1990s, it is understandable to hear that investors feel that the stock market is rigged. • Hiring a professional and…

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