Understanding the Election and Market Surprises

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 [...]

December 12th, 2016|

Active or Passive?

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 [...]

October 11th, 2011|

Weekly Market Commentary 4/1/11: Market Rallies On False News

Global markets put in another solid week after what appeared to be positive jobs and unemployment numbers. While the market often gets a kick (up or down) from the jobs and employment numbers, like most government produced statistics, they are often excessively massaged. I will be the first to admit I am very suspicious of government produced statistics, and for good reason.

April 3rd, 2011|

State of the Markets

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, [...]

February 1st, 2011|