Beware of betting big on U.S. stocks

Grandfather clock

History suggests that today’s stretched U.S. stock valuations are likely to be followed by a period of low returns. “Buy low, sell high” seems like a particularly good response.

June 27, 2017 Categories: Portfolio Corner

What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How have asset classes performed recently? Explore the Asset Class Dashboard

Is now the time to reduce bond exposure?

Is now the time to reduce bond exposure?

Basic math suggests that selling out of bonds before interest rates rise is a no-brainer. If only it was that simple.

Jun 20, 2017 Categories: Portfolio Corner
Am I a Fiduciary?

“Am I a fiduciary?” Know how the DOL would answer that

The first phase of the DOL Fiduciary Rule is now live. Get a quick refresher on the key principles of the rule—and considerations for what to do next.

Jun 13, 2017 Categories: The Art of Advising
Debunking active management myths – Part 2

Debunking active management myths – Part 2

Most investors appear to be interpreting the struggles of large cap U.S. equity funds as a failure of active management in general. We beg to differ.

Jun 6, 2017 Categories: Portfolio Corner
DOL Fiduciary Rule

Avoid the Woulda, Shoulda, Coulda syndrome where the DOL Fiduciary Rule is concerned

Those advisors who were waiting for clarity on the implementation deadline of the DOL Fiduciary Rule now have it: June 9, 2017. We urge advisors to start now and make sure the Four Pillars of Sustainability are firmly cemented in their practice.

May 30, 2017 Categories: The Science of Advising
US Outlook

U.S. outlook: reconciling strong surveys and a mediocre economic reality

U.S. consumers and businesses report high levels of confidence. But they’re not spending their money where their mouth is. What might this disconnect spell for the U.S. economic and market outlook?

May 18, 2017 Categories: Economic Insights

The tale of two rallies since the U.S. election

After getting battered by the outcome of the U.S. election in November 2016, non-U.S. and emerging markets equities have rebounded, leaving U.S. stocks behind in the dust.

May 11, 2017 Categories: Economic Insights
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