Understanding the Election and Market Surprises

2022-08-01T15:29:41+00:00December 12, 2016|Investments|

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling and conventional wisdom proved to be quite wrong once people actually voted. In fact, just 15 days before the election, [...]

Active or Passive?

2011-10-11T05:32:02+00:00October 11, 2011|Blog, Investments|

Just the facts… This has been the raging debate for decades: Should one use actively managed funds or passive index funds (the vast majority of ETFs are index funds)?  Both sides have made fair arguments over the years, but in the end, most advisors and individual investors fall on one side of the fence or the other.  It is no secret that I started out as a vehement active management guy, but time has taught [...]

State of the Markets

2011-02-01T20:42:41+00:00February 1, 2011|Blog, Investments|

This blog is part of a larger white paper we've recently published titled: Opportunities and Risks in 2011.  Click on that title to read the full version. As always, I won’t make any predictions for the coming year as the value in precise market predictions – such as what the S&P will end the year at, or what asset class will perform best – is fruitless.  Like life, investing is a journey and there are typically [...]

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