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Envestnet Edge Videos
The Envestnet Edge, April 2017

The Envestnet Edge, April 2017

A period of eerie calm followed the markets’ rather rousing start to the year. While signs of a global equity rally followed the French election results earlier this week, other looming geopolitical and domestic concerns still leave many investors uneasy. This month, we discuss how investors can make the most out of calm market periods.
Envestnet Edge Videos
The Envestnet Edge, March 2017

The Envestnet Edge, March 2017

Stock markets are still in full swing, having recently “celebrated” its eight-year anniversary. So, is this bull run finally coming to an end? This month, we evaluate whether "bull" and "bear" market labels still matter.
Envestnet Edge Videos
The Envestnet Edge, February 2017

The Envestnet Edge, February 2017

Stock markets have continued to climb four months post-election, and none other than the president himself takes credit. Many question the drivers and longevity of this so-called "Trump rally". This month, we examine market indicators and fundamentals to determine where credit is due and if the rally will continue.
Envestnet Edge Videos
The Envestnet Edge, January 2017

The Envestnet Edge, January 2017

As the new administration settles into Washington, investors may be tempted to shift their strategies in response to expected overhauled government policies. This month, we suggest keeping an eye on five key areas—investing opportunities and risks in the era of Trump.
Envestnet Edge Videos
The Envestnet Edge, October 2016

The Envestnet Edge, October 2016

Post-election can’t come any sooner, particularly for investors. This month, we look beyond November 8 and examine four important issues for our portfolios.
Envestnet Edge Videos
The Envestnet Edge, September 2016

The Envestnet Edge, September 2016

Following 2015's lackluster returns, portfolios have actually performed remarkably well this year. This month, we examine how recent years have affected investors' expectations, how this year points to positive signs of a stabilizing economy, and how that shows "Diversification is working in 2016 (so far)".
Envestnet Edge Videos
The Envestnet Edge, July/August 2016

The Envestnet Edge, July/August 2016

Despite a shaky start to 2016 and the Brexit scare, U.S. equities have once again reached new highs and are looking expensive based on historical P/Es. This month, instead of looking back, we propose taking a “forward” view when examining stock valuations, because after all: "It's all relative".
Envestnet Edge Videos
The Envestnet Edge, June 2016

The Envestnet Edge, June 2016

Brexit uncertainty and the Fed’s decision not to hike rates have ushered in a modest wave of volatility, leaving investors to question how assets should be priced and what they might return. This month, we discuss "Equity valuations and bond yields: reaching no further".
Envestnet Edge Videos
The Envestnet Edge, May 2016

The Envestnet Edge, May 2016

In a low-return, low-volatility environment, investors have few choices, and each carries risk. Aggressively reaching for return can have catastrophic results, while an overly defensive strategy might miss potential upside. This month, we consider "Hitting singles: a measured approach for this investing season".