Category Archives for Portfolio Management

The ABC’s of Behavioral Biases

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being.  As investors, we leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards. All the while, we rush into nearly every move, […]

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Temporary Declines are Inevitable

It has been more than 3,280 days since we hit the bottom of the Financial Crisis on March 9, 2009. The 17-month drop in Market Values that began on October 10, 2007 saw the Standard and Poor’s 500 lose more than half of its value as it dropped from a high of 1565 to its low point of 676. If you had retired at the start with $1,000,000 fully invested in the S&P 500 you would have watched your nest egg shrink to $430,000.

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Quarterly Market Review Q4 2017

Happy New Year! With 2017 in the rearview mirror, we’re pleased to reflect on – and share with you – a newly released 2017 Market Review. Download PDF ​ Overall, the view is quite pleasant for most global and domestic returns alike, even though few financial forecasters were predicting this sort of slam dunk at the […]

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Investing in the Age of Disruption

Eastman Kodak was one of the worlds most admired companies in 1996. Although Kodak invented the digital camera, their market dominance in film blinded them to the disruptive technology that they had created. By 2012 Kodak had filed for bankruptcy and in that same year, a 2-year-old digital photography company called Instagram with 13 employees sold for $1 Billion.

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Quarterly Market Review Q3 2017

If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” We’re not prone to pore over these relatively unremarkable analyses ourselves, but we do scan a representative sampling of them as part of our due diligence. That’s how we […]

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Quarterly Market Review Q2 2017

How many new ways are there for the same old market forecasters to twist a timeless truth: None of us has any idea what the markets will do next. Consider the following quote from a recent Wall Street Journal article entitled, “Global Stocks Post Strongest First Half in Years, Worrying Investors.” “The question for stock investors is […]

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Financial Advisors learning to embrace Artificial Intelligence

By Daniel Wood |Investor’s ColumnJuly 3, 2017 Financial Advisors learning to embrace Artificial Intelligence ​ Investopedia defines robo-advisers as digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical robo-adviser collects information from clients about their financial situation and future goals through an online survey, then uses the data to […]

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Quarterly Market Review 2017 Q1

If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.” There was the usual stream of global news. To name a few highlights:U.K. Prime Minister Theresa May signed Article 50, officially starting the two-year clock ticking on a U.K. Brexit by March 29, 2019.The U.S. inaugurated President […]

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