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Author Archive for Mike Smith


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

Investors seeking yield may take on unexpected risk

The low interest rate environment has caused some investors to take on more risk than usual in an effort to find yield. The results of this strategy have been painful in 2015.

Nov 3, 2015 Categories: Portfolio Corner

Equity strategies to consider to help weather volatility

If market volatility is truly making a comeback in U.S. equity markets, advisors may want to consider the merits of high quality stock and volatility managed investment strategies to help client portfolios weather the storm.

Oct 27, 2015 Categories: Portfolio Corner
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