Archive

Author Archive for Natalie Miller


Reflection

The friendly ghost of Peter Bernstein

Risk can be good or bad, it essentially means we don’t know what’s going to happen in the future.

Oct 6, 2015 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – August 2015 Update

August 2015 was marked by a spike in volatility reminiscent of levels in August/September 2011.

Sep 22, 2015 Categories: Economic Insights
cio3 image

CIO3: Markets in Perspective

July was generally positive across the board for broad asset classes, save for commodities and emerging markets. A balanced portfolio still shows positive returns for the month, YTD and 12 months ending July 31, 2015.

Aug 13, 2015 Categories: Portfolio Corner
Hot air balloon

Are your clients wondering if it’s too late to invest?

Is a sustained rise in the equity market a reason to head for the exits?

Jul 28, 2015 Categories: Portfolio Corner
Market timing

Market timing is still tricky

Market-timing is still difficult, and the risk of being wrong is high. Investors can make—but also lose—a lot of money trying to make such predictions.

Jun 30, 2015 Categories: Portfolio Corner
January 2015 Market Review

January market update – a month when diversifiers diversified

The divergence of asset class returns can be a good reminder for investors of the benefits of diversification.

Feb 10, 2015 Categories: Economic Insights
Rebalancing when clients don't want to

Rebalancing when clients really, really don’t want to

Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.

Nov 6, 2014 Categories: Portfolio Corner
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