Author Archive for Ryan Hypke

Markets in perspective: Strong returns across the board in February

Finance wordle

Equity returns came back to their winning ways in February, compared to their performance just one month earlier. Historical equity-diversifying asset classes – bonds and real assets – also posted positive returns for the month. All of this likely helped many balanced investors make back some of their losses from January 2014.

March 13, 2014 Categories: Portfolio Corner
Investment numbers

Forget the numbers: Back to basics

Investing is a numbers game. It always has been, and, at least to some degree, probably always will be. Too heavy a reliance on numbers can lead to poor decision-making, though. After all, investors are human and some behavioral traits unhelpful to successful investing are magnified by a numbers-focused approach to investing.

Jan 28, 2014 Categories: Portfolio Corner

Evaluating a diversified portfolio using different benchmarks

What is the best way to benchmark a diversified portfolio of stocks, bonds, and alternative investments? This is a question that many advisors struggle with especially when communicating investment performance with a client, and the answer may not be clear cut.

Dec 12, 2013 Categories: Portfolio Corner
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