Category Archives for Blog

Why a Stock Peak Isn’t a Cliff

Why a Stock Peak Isn’t a Cliff

Reaching a new high doesn’t mean the market will retreat. Stocks are priced to deliver a positive expected return for investors, so reaching record highs regularly is the outcome one would expect.

Continue reading...
Myth-Busting with Momentum: How to Pursue the Premium

Myth-Busting with Momentum: How to Pursue the Premium

While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to

Continue reading...

CAPE Fear: Should Investors Be Concerned With Market Valuations?

Market valuation ratios are, therefore, analogous to sundials: They’re fine as a rough gauge for the passage of time, but using one as an oven timer may leave you with an inedible casserole.

Continue reading...
When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

Many investors want their portfolios to do more than just pursue reliable premiums. They may also want to seek tax efficiency; reflect their environmental, social, and governance (ESG) values; respect

Continue reading...
The Ever Changing World Goes On

The Ever Changing World Goes On

“News is, by definition, something that doesn’t last. It exists for only a moment before it changes. … It’s not important to living a good life. It’s not going to help you make better decisions.

Continue reading...

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong

Continue reading...
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors

Continue reading...

Tax-Wise Investment Techniques

We view effective tax planning as a way to reduce your lifetime tax bill—or beyond, if you’re preparing for a tax-efficient wealth transfer to your heirs.

Continue reading...
When Everything Screams Inflation

When Everything Screams Inflation

After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take into account when agreeing on a price

Continue reading...
Tax Planning in Turbulent Times

Tax Planning in Turbulent Times

How do we plan when we cannot know? The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our major life goals—such as retirement, healthcare,

Continue reading...
1 2 3
Top
>