Advisor Insights
Advisor Insights
Jun 07, 2018
An investor unprepared for a market crash is like a shopper fighting the mob at Home Depot as a storm bears down.
Apr 17, 2018
Which parts of the market are most vulnerable to rising rates, and what can you do to shore up portfolios?
Feb 17, 2018
The market is no less expensive than it was a month ago, and I see correlations between todays dangerously high metrics and future volatility.
Dec 29, 2017
No one can predict the future, so help your clients ignore all the noise, noise, noise, noise.
Nov 19, 2017
Don’t be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund.
Oct 05, 2017
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.
Aug 09, 2017
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...