
“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future. We will enjoy the quiet while…
Read More
“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future. We will enjoy the quiet while…
Read More
“Gold jacket, green jacket…who gives a $%&!”– Happy Gilmore We have heard them called foreign equities, global markets, international developed, emerging markets, frontier markets, BRIC…
Read More
I watch quite a bit of golf in my spare time. PGA Tour, Champions Tour, Korn Ferry, LPGA, it doesn’t matter. Watching top pros compete…
Read More
Looking back at 2017, the resounding theme from our clients has been disbelief around the perplexing nature of the runaway U.S. equity markets. However, most are quite…
Read More
“Your portfolio is a bowl of soup of random investments, seemingly cobbled together over time.” Meb Faber, Cambria Investments We review outside investment statements quite…
Read More
Change is hard. Humans like patterns, routines, and familiarity. This is especially true when dealing with sensitive issues like financial affairs. We rely on people…
Read More
I have an evening routine of perusing Twitter for market research nuggets. I email myself interesting articles to read the following morning. I’m not looking…
Read More
“When you compare the fundamental risks that we see all around the globe with the lack of volatility in our securities markets, it’s profoundly troubling.”…
Read More
The current tightening cycle has so far been reminiscent of its mid-2000s counterpart. At the time, Federal Reserve Chair Alan Greenspan had characterized the fall…
Read More