Author Archive for Erik Ristuben

The Low-Return Imperative: Investing uncomfortably

Low return imperative

Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.

December 20, 2016 Categories: Portfolio Corner

Why is the DOL doing this?

As the implications of the DOL’s fiduciary standards rule begins to sink in, many advisors are wondering “What motivated the DOL to do this?”

Jun 21, 2016 Categories: The Science of Advising
Gold compass

Market update – January 15, 2016

Friday’s global market drop looks to be an extension of the stock market weakness we have seen since 2016 began. We believe, at its core, this weakness is a reprise of the weakness we saw last August and we expect much the same result.

Jan 15, 2016 Categories: Economic Insights
Balancing risk return and investor behavior

Balancing risk, return and investor behavior

Investors are generally trying to invest savings over time to create enough wealth at some specific point in the future. The conundrum is, they typically require a higher rate of return than their preferred level of risk is likely to provide. How can you help guide clients to the right balance of risk, return and behavior?

Feb 4, 2014 Categories: Portfolio Corner

Don’t let basic instincts drive investor behavior

For investors, one major challenge to success comes when their instincts, hardwired into human behavior for millennia, can push them to make the exact wrong decisions.

Sep 12, 2013 Categories: Portfolio Corner
Emerging Markets - We think they're worth the ride

Emerging Markets: We think they’re worth the ride

Emerging Market equities didn’t deliver the returns the Russell Strategist team was expecting in the first half of 2013. Nevertheless, relative valuations, earnings estimates and global economic growth forecasts give us confidence that we’re right on emerging markets – just early.

Jul 30, 2013 Categories: Portfolio Corner

Demographics are destiny

Abenomics was intended to stimulate the stagnant Japanese economy and was well-received by equity markets, as measured by the steady climb of the Nikkei in the first five months of 2013. However, the Japanese government now appears to be easing off of the tougher reforms in the face of political pressure. In our view, backing off now wouldn’t be good for the Japanese economy in the long run.

Jul 2, 2013 Categories: Economic Insights
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