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Author Archive for Johann Schneider


3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

The “low-volatility” label may be increasingly misleading as valuations in that segment of the market appear comparatively stretched and the trade is getting crowded.

November 15, 2016 Categories: Portfolio Corner
Presidents, politics, surnames, and stocks

Presidents, politics, surnames… and stocks

The data shows that predicting Presidents and political parties should not influence portfolio positioning.

Nov 3, 2016 Categories: Portfolio Corner

To team or not to team… it’s hardly a question anymore

Many advisors today are operating on a team basis. But creating an effective team isn’t always a slam dunk. Whether you’re re-engineering an existing team or creating a new one, read on for important aspects to consider.

May 5, 2016 Categories: The Science of Advising
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – April 2015 update

Let’s take a closer look at a few of the indicators on the May 2015 Economic Indicators Dashboard and decipher what they may mean to the macro environment.

May 21, 2015 Categories: Economic Insights
March 2014 Markets in Perspective

Markets in Perspective – March and 1Q review

A hypothetical balanced index portfolio held up well in the first quarter of 2015.

Apr 16, 2015 Categories: Economic Insights
Markets in perspective February 2015

February Market Update – strong month for equity investors

Improved sentiment in Europe helped non-U.S. stocks (Russell Developed ex-U.S. Large Cap Index) outpace U.S. equities (Russell 3000® Index) in February. Other asset classes held their own, too.

Mar 12, 2015 Categories: Economic Insights
August 2014 Market Review

Markets in perspective: August in review

After the U.S. equity sell-off in July, asset classes ended August on a strong note – providing a good reminder of the challenges of precisely anticipating market declines and rebounds.

Sep 9, 2014 Categories: Portfolio Corner
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