4 Charts Every Investor Should Know. #2: Stay on Track with Diversification
This is the second blog in a four-part series from our summer issue of 360 Insights. Read the first blog. Sometimes a picture really can make things easier to understand. Many of the important id... Read more
What Are You Aiming For?
This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more
2016: The Most Typical Year Nobody Saw Coming
“It’s the 2008 Crisis all over again,” “Prepare for stocks to fall another 10%,” “World Economy Trapped in a ‘Death Spiral,’ ” “Sell Everything”1 — these were the loudest sentiments we heard from... Read more
Thoughts on Predictions and the 2016 Election
By Alex Potts
This blog is from our November issue of Portfolio Perspectives. As the 2016 election results were coming in on the night of November 8, stock market futures seemed to point to a large stock marke... Read more
Recommended Reading About the “Brainiacs” at Dimensional
By Alex Potts
I enjoyed reading the recent article and Blog written by Jason Zweig of the Wall Street Journal pertaining to Dimensional Fund Advisors (DFA). As a fan of Jason’s and his message I am a bit biase... Read more
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals
This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. The problem with good advice is that it tends to be boring, especially when it comes to your p... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...
- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...