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Author Archive for Johann Schneider


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
Economic indicators May

Economic Indicators Dashboard – May 2014 update

For May, the Economic Indicators Dashboard is showing all indicators within historical typical ranges. Learn more about one key indicator: Employment Growth.

May 22, 2014 Categories: Economic Insights

The right (and wrong) way to think about profitability

Although assets under management and revenue typically get a lot of attention when describing advisory firms, from a valuation perspective, profitability is more important. Do you know the profitability of your firm – and strategies that can help improve it?

Feb 27, 2014 Categories: The Science of Advising
Asset Class Dashboard December 2013

Asset Class Dashboard – December 2013: Expect more typical results in 2014

2013 was a great year for stocks, particularly in the U.S. So now may a great time prepare for conversations with clients about the strong year and level-set expectations for 2014. The Asset Class Dashboard can help reinforce your message with clients.

Jan 10, 2014 Categories: Economic Insights
Asset class dashboard - November 2013

Asset class dashboard – November 2013

As the end of the year approaches, it would be wise to begin resetting performance expectations and to consider the power of mean reversion. It is unlikely that asset class performance will continue to fall outside of the normal range. Every year, advisors and their investors should plan for the most likely scenario and build a plan around it.

Dec 10, 2013 Categories: Economic Insights

The trouble with 2x revenue

Whether advisors are looking to sell their firm or grow their business through a strategic acquisition, having a solid understanding of the drivers of valuation is critical. In our view, the common “2x last year’s revenue” approach is overly simplistic and risks disappointing both the potential buyer and the seller. We’ve identified three drivers of enterprise value to focus on instead.

Nov 26, 2013 Categories: The Science of Advising

Asset Class Dashboard: July 2013 update

The July 2013 reading of the Asset Class Dashboard is somewhat reminiscent of the May 2013 reading of the Dashboard when 12-month equity returns were on the high end of their historical typical range. One difference in July, however, is that bonds and Commodities were weaker than they had been in May, falling below their historical typical range.

Aug 9, 2013 Categories: Portfolio Corner
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