FOR IMMEDIATE RELEASE

An investor unprepared for a market crash is like a shopper fighting the mob at Home Depot as a storm bears down.

Which parts of the market are most vulnerable to rising rates, and what can you do to shore up portfolios?

The market is no less expensive than it was a month ago, and I see correlations between todays dangerously high metrics and future volatility.

No one can predict the future, so help your clients ignore all the noise, noise, noise, noise.

Don’t be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund.

We’ve all heard the cliché “all good things must come to an end,” which has been bandied about with slight variations since Chaucer penned the “Canterbury Tales.” Although many investors may not want to believe it, it is very possible that we’re approaching that point with the current bull market.

An old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today. There’s a line in the old Grateful Dead song Truckin’ – “Lately it occurs to me what a long, strange trip it’s been” – that I think is an appropriate synopsis of the...