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Author Archive for Mike Smith


Rollercoaster

2 reasons not to give up on the value premium yet

The value factor has not paid off in the past 14 years. Is it passé to expect it to outpace growth?

May 26, 2016 Categories: Portfolio Corner
Train tracks infinity symbol

Defensive stocks lived up to their name again in 1Q 2016

When market volatility rears its head, many investors are tempted to reduce their stock holdings. Defensive stocks may help those nervous investors who cannot afford to shrink their equity exposure to weather periods of volatility.

Apr 28, 2016 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – March 2016 Update

The Economic Indicators Dashboard’s latest readings on the VIX, housing, and consumer sentiment suggest the U.S. economy remains on a path of moderate growth.

Apr 26, 2016 Categories: Economic Insights

Defensive stocks typically perform in choppy markets

With market volatility back on center stage, many investors are looking for equity exposure that has the necessary growth potential to reach long-term outcomes.

Mar 1, 2016 Categories: Portfolio Corner
Plantation

Emerging Markets Equity and Commodities – Remind me again, why?

Emerging markets equity and commodities have disappointed many investors in the last five years. But don’t let your clients give up hope. We believe these asset classes are likely to shine in the next five years.

Feb 17, 2016 Categories: Portfolio Corner
Piggy bank band aids

Diversification – Not feeling that great?

Recent global equity market volatility aside, many investors may be falling prey to wealth-destructive, natural human behaviors. Make sure your clients aren’t among that group.

Jan 26, 2016 Categories: Economic Insights
2015 markets in review

Markets in perspective: 2015 Market Recap

2015 was a challenging year for most investors and served as a reminder of the benefits of diversification, even though it doesn’t protect against loss.

Jan 21, 2016 Categories: Economic Insights
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