Investment Insights

Latest Investment Insight - 06/26/15

A Macro View – Mid-Year State of the Markets​​​​​​​

It is difficult to believe that the mid-year point of 2015 is already upon us, but the slew of decisions being handed down from the Supreme Court, as well as next week’s Independence Day holiday, confirm it is so.

Latest Investment Insight - 06/02/15

When following the herd is risky, where is the safety?
Risk and safety. Safety and risk. In investing, as in life, balancing both is an ongoing challenge. We know intuitively that all of either one or the other rarely yields the results we want, but finding the right mix is easier said than done.

06/02/15

The End of Short-Termism is Long Overdue
For the past forty years, Wall Street and corporate boards increasingly have focused on short-term profits. Quarterly earnings determine the fate of a company’s share price, and demonstrating a robust trajectory of short-term earnings growth is rewarded above all else. Signs suggest that this trajectory is shifting, and if it does, that will bolster a long-term approach to investing and managing money.

03/15/15

Keep Your Friends Close and Your Robo-Advisor Closer
It may have taken years for automation to disrupt the financial services industry, but a recent rapid growth in robo-advisors likely means that significant changes lie ahead in the asset and wealth management landscape. Are human advisors facing a threat, or is it an opportunity?

02/15/15

The Return of the Comeback: Is 2015 the Year for International Stocks?
For several years, many professional investors and advisers have been bullish about the prospects for investing outside the United States. Calls to overweight European stocks or global stocks have been typical each January for the past years, and this year is no different.

01/15/15

Active and Passive: the Yin and Yang of Investing
Active versus passive. No, it’s not a debate to stir the passions of the public, but in the world of investing and deciding how to gain exposure to sectors, it is a rivalry up there with the Hatfields versus the McCoys, the North versus the South, the Yankees and the Red Sox.