Category Archives: Featured

  1. ETF's : Facts & Fantasies

    In the face of ongoing concerns associated with rising interest rates, Fed intervention and the geopolitical risks surrounding the horrible events playing out in Syria, investors saw virtually all markets lose ground in August. As laid out below, only one sector of the major markets was positive last month, and that was commodities. Unfortunately, the strength in commodity prices was driven in large part by the uncertainty caused by the civil unrest and geopolitical concerns out of the Middle East, namely Syria

  2. Does it still make sense to own Alts?

    Given an increased interest surrounding the role of alternatives in the context of portfolio construction, it seems fitting to address the role that alternatives play in a well-diversified portfolio.

  3. Battling Recency Effect

    Since this market has yet to see a headline it didn’t like, many investors are expecting a continuation of low volatility and higher market levels into the fall and winter months.

  4. Surviving and Thriving in a Recession

    Lately I’ve been asked by a few investors if we think a recession is in our immediate future. I suspect the reason for the questions is some combination of the media, political tension, and the fact that it’s been a while since the last recession.