It’s that time of year again – year-end review time, that is. While we have tried in our notes over the past twelve months to provide perspective on market movements, the end of the calendar year is everyone’s standard measure for how portfolios have done. So here we go…
Read MoreWe read a lot of content day-in and day-out on markets, performance, relative value across sectors, Fed policy, credit performance in fixed income, inflationary trends, etc. Watching Bloomberg News for their pre-market…
Read MoreLooking at the performance of an overall portfolio, we analyze the holdings in the portfolio to understand what drives returns. Varying forces can explain return differentials…
Read MoreThe well-known neo-Keynesian economist Arthur M. Okun, who served as the chairman of the Council of Economic Advisers between 1968 and 1969, wrote a piece for the Brookings…
Read MoreIt was another month of divergent returns across sectors of the Equity markets. ETFs with a focus on US and International Developed (“DM”) Small-cap…
Read MoreApril saw all sectors of the Equity markets in positive territory, adding to what had already been a solid first-quarter performance. And for the first time in the last six…
Read MoreMSCI, which we reference for their All Country World Index ("ACWI") as our global Equity benchmark, offers a myriad of relevant indices, starting at the country level…
Read MoreThis month, the two themes in our title have dominated the financial news cycle and have gained strength this year. Reflation is the general concern that all of the fiscal…
Read MoreThe financial media has been fixated on the GameStop (ticker: GME) saga and all that might mean for financial markets going forward. The democratization of finance?…
Read MoreWhile 2020 is a year many of us would like to forget, there were things we took away from the investment world and our management of your portfolios…
Read MoreIf you are like most prudent investors, you expect your financial advisor to always be on the lookout for new products and tools that can potentially improve return…
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