Commentaries

PMC Weekly Review - October 26, 2018

A Macro View – Value, Soon To Be In Vogue?

Investors continuously look for an edge, seeking to maximize returns relative to risks. Favored strategies change cyclically, or trend during certain market environments, but one has always been in style: value investing. Value investors attempt to find underpriced stocks relative to fundamentals, and often examine valuation ratios or use a discounted cash flow model to uncover them...

Envestat Report: A December to Remember

This past December felt like the Grinch was staging a coup to steal our holiday cheer, obliterate year-to-date returns, and create angst among investors. Then lo and behold Santa finally arrived in January. Better late than never. The markets rebounded, and investors breathed a sigh of relief. We experienced the most hair-raising part of a roller-coaster ride in those two months. This was a major wake-up call that volatility is back, and we better be prepared for more exciting rides in the future.

December 2017: Using Fund Strategist Portfolios – The More the Merrier, or the Fewer the Better?

One of the fastest growing product lines in the wealth management industry today is the Fund Strategist Portfolio.

A Fund Strategist Portfolio (FSP) is an asset allocated portfolio consisting primarily of mutual funds and ETFs. These can be used as a core portfolio or as a complement or satellite solution. FSPs typically are segmented according to risk, with asset allocation strategies that extend from capital preservation to aggressive growth.

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