INVESTMENT MANAGEMENT ARTICLES
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Losses in International Markets Contrast Positive Domestic ReturnsGeopolitical news dominated headlines throughout May, from steel and aluminum tariffs on U.S. allies and continued trade tensions with China, to the summit with North Korea. The news flow was constant, though we view most of it as short-term noise when it comes to our investment process. U.S. stocks shrugged off the macro news as… |
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Fiduciary Versus Suitability Standards: How the Ongoing Debate Affects Your Wealth DecisionsOne of the most important financial decisions you will make in your lifetime is who you will rely on as a financial advisor. Part of your decision-making process in evaluating potential advisors should be to understand how financial professionals make money and their legal duty to you as a client. Unfortunately, many investors believe that… |
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May 2018 Investment Commentary: Markets Find Reprieve from First Quarter LossesApril provided a reprieve for U.S. stocks after back-to-back monthly losses in February and March. Larger-cap U.S. stocks gained a modest 0.4 percent (Vanguard 500 Index), while smaller-cap U.S. stocks earned 1 percent—tipping them back into the black (up 0.8 percent) year to date (iShares Russell 2000 ETF). There was a fair bit of return… |
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Market Correction Tests Investors’ Risk ToleranceMarket Recap Volatility returned to the financial markets in the first quarter, for the first time in a while. Global equity investors had a particularly bumpy ride—an experience we’d suggest getting used to for the months and years ahead. Stocks surged out of the gates in January, with larger-cap U.S. stocks up nearly 8 percent… |
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Volatility Index Rises Following February Market CorrectionAfter a volatile month of trading, which witnessed the first 10 percent market correction since February 2016, larger-cap U.S. stocks (Vanguard 500 Index) wrapped up February with a 3.7 percent loss, while small caps fell 3.8 percent (iShares Russell 2000 ETF). Despite a sharp bounce from the early February lows, only the technology sector was… |
