logo small

The Most Important Public Policy That isn't Getting Attention

Financial Titans Volcker and Petersen say “tisk tisk” to the American people and call upon our president-elect to make tough choices shift the dangerous trajectory of our national debt.

We now know that Donald Trump has won the presidency and whether you voted for him or not, this broken system has been passed down to him and it is therefore, on him to make moves to fix it. The rising national debt has been a problem for a long time, and the lack of attention it is paid is why we are where we are today. “There is still time to solve this problem. But our next president needs to show leadership in the first months”i no matter how unpopular it is.

Continue Reading

Print Email

Global Market Breakdown | October 2016

Global equity markets declined in October with a ‐1.89% aggregate return. Emerging markets (+0.12%) outperformed Developed (ex US) markets (‐2.05%) and US markets (‐2.20%).

In the US, large cap (‐1.64%) outperformed mid cap (‐2.86%) and small cap (‐4.83%). Among price‐to‐book asset classes, value (‐1.02%) beat growth (‐2.60%) and neutral (‐2.89%). Financials (+1.67%) posted the largest return and made the largest contribution. Health Care (‐7.26%) fell the most and was the largest detractor for the month.

Continue Reading

Print Email

"Capitalism Will Survive"

Clinton trumpThe saying “time heals all wounds” doesn’t tend to apply when we look at investor fears regarding political shifts. It seems no matter how much time passes, investors have a concern that something horrible might happen to the markets and the economy every time there is big political news.

Continue Reading

Print Email

Success Can be Found in Knowing the Markets Cannot be Beaten

In a recent article published by the Wall Street Journal Dimensional Fund Advisors (DFA) is highlighted as the fastest-growing major mutual-fund company in the U.S. With the leading minds in Efficient Market Theory at the helm of the ship, DFA has developed a strategy that is both active and passive. Dimensional Fund Advisors is not widely known to the general public because their funds are available exclusively to financial advisors and big institutions.

Continue Reading

Print Email

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States.

While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to avoid the temptation to make significant changes to a long‑term investment plan based upon these sorts of predictions.

SHORT-TERM TRADING AND PRESIDENTIAL ELECTION RESULTS

Trying to outguess the market is often a losing game. Current market prices offer an up-to-the-minute snapshot of the aggregate expectations of market participants. This includes expectations about the outcome and impact of elections. While unanticipated future events—surprises relative to those expectations—may trigger price changes in the future, the nature of these surprises cannot be known by investors today. As a result, it is difficult, if not impossible, to systematically benefit from trying to identify mispriced securities. This suggests it is unlikely that investors can gain an edge by attempting to predict what will happen to the stock market after a presidential election.

CONTINUE READING

Print Email

More Articles ...

CONNECT WITH US ON SOCIAL MEDIA!