Author Archive for Natalie Miller

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
markets in perspective September 2014

Markets in perspective: September in review

September was a tough market environment, with all major asset classes posting negative returns for the month. Considering the events of September and the third quarter overall, this is not that surprising.

Oct 9, 2014 Categories: Portfolio Corner
Boy father fishing

Money talks

Conversation starters: Help your clients have tough, but necessary, financial conversations with their families.

Sep 25, 2014 Categories: The Art of Advising
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