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Quick Takes is where we post our short articles about investing, portfolio design, markets and risk management.
Check out our Investing Insights to gain access to our detailed research or our quarterly podcast Investing Insights for the Modern Investor.
Risk Assets Continue Their Rise
For another quarter, regardless of pandemic uncertainty, most major asset classes continued to see positive performance and produce gains. Market indexes made new highs throughout the quarter. The performance of high-quality credits reminded us that inflation concerns are broad in the market and the inordinate appetite for risk continues to grow as investors seek gains in an environment where asset valuations continued to be higher than we’ve ever seen.
The Stock Market Does Not Reflect Economic Reality
The dichotomy between the stock market and the economy has perhaps never been so glaring…and I mean never.
Exchange Traded Funds (ETF’s) Are Awesome…Learn Why
I am frequently asked what ETF’s are and how they differ from better-known mutual funds. In short, ETF’s are vastly different securities than mutual funds, and have many advantages over mutual funds.
A Superior Approach to Investing Your Money
Quantitative investing strategies eliminate the single largest point of failure for any investor, emotional decision-making.
What May Be Next for the Stock Market and How You Can Prepare
Investors that have carefully thought through risks in advance, provide themselves a solid anchor to rely on during market chaos that helps to limit fear and focus their decision making away from short-term noise and towards rational long-term investment plans.
What Business Owners Need to Know About the CARES Act
There are several government programs that have been created or expanded through the CARES Act, which was recently passed through Congress and signed into law by the President
to help small businesses cope and survive this health and economic crisis.
This column is to assist small business owners to better
understand the emergency support programs available to them through the Small
Business Administration and to help them decide the program that may be best for their business.
If You Have Lost A Lot Of Money in the Stock Market…Now What?
Many investors who have looked at their investment account recently are stunned by both the size of the losses they have experienced and how quickly those losses happened. If you have big losses…now what can you do?
How to Invest with Confidence During Stock Market Turmoil
Greater knowledge of how investment losses work can help you safely navigate the dangerous and uncertain markets we face with greater confidence.
Is Your Financial Advisor Costing You a Fortune?
The financial services industry suffers from significant ethical challenges, but most people do not realize the extent to which their interests directly conflict with the interests of their financial advisor or how those conflicts impact their wealth.
Chasing the Siren Song of High Returns
The most common investing mistake is to give into the temptation to chase performance.
The Common Source of Investor Disappointment
Diversified investment portfolios are a common source of investor disappoint during years of unusually high returns and likewise losses.