Articles

The Technology Sector
2020.09.16
The broad inter-correlated market movements broke down in 2020 The US stock market is not a monolith.  When the stock market is up, any individual company...
Are CITs Getting Better or More Popular?
2020.08.18
Using CITs in retirement plans Back in November of 2016, we took a look at Collective Investment Trusts (CITs) as a part of a retirement plan.  You can...
Quarterly Market Update – Q2 2020
2020.07.15
Key news stories The first half of 2020 was all about the coronavirus.  The first quarter saw a sickening plunge.  We entered an official recession in...
What's Next for the Post COVID Economy?
2020.06.09
Real world effects Last month’s article intimated that the market’s swift advance since the late March low was predicated on a quick earnings recovery. ...
Earnings Models: Has the Rally Outpaced Reality?
2020.05.18
The economy and the markets seem disconnected We have repeatedly asserted that, in the short-term, there is limited correlation between the current economy...
Quarterly Market Update – Q1 2020
2020.04.06
Key news stories The first quarter of 2020 was nearly split into two halves.  Until the middle of February, the equity markets continued to soar unchallenged...
Leadership in Times of Crisis
2020.04.03
Thoughts on the importance of EQ for leaders
Coronavirus and the Markets
2020.03.09
“There ain’t nothing you fear more than a bad headline, now, is there?” Cedric Daniels, The Wire The coronavirus hits the market hard Until a few...
Double-Crossed by Retirement Income
2020.02.19
A review of target date funds and glide paths Let’s talk about the target date funds inside employer retirement plans.  The target date funds offered...
Market Forecasts of 2019 and 2020
2020.01.17
Market Targets from January 2019 2019 was the year when everything worked for investors.  Commodities, real estate, US stocks, fixed income, and emerging...
Diversification Revisited
2019.12.16
Does Diversification Work? In March of 2015, we challenged a basic tenet of modern portfolio theory:  does diversification actually work as an investment...
Quarterly Market Update – Q3 2019
2019.10.16
Key news stories The fundamental economic data (earnings, profit margins, unemployment) was steady, healthy, and relatively unchanging throughout the...
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