News

Buckle Your Seatbelts – Volatility is Back The stock market had its first taste of volatility this year on June 20 when Ben Bernanke, Federal Reserve Chairman, stated that the Federal Reserve (Fed) will pull back quantitative easing (QE) by tapering … [Read more...]

The Life of Reilly is a fictional story that demonstrates some interesting analogies to today’s market environment. Mr. Reilly was a down-and-out stock analyst who hyped recommendations of other analysts. Rarely did he get money managers to return … [Read more...]

The S&P 500 was up 16% for 2012 and experienced its lowest volatility since 2007. During 2012, we saw only 3 days when the market was either up or down by more than 2% as compared to 2011 when we experienced 35 such days. Looking at the S&P … [Read more...]

Fiscal Cliff Federal Reserve Chairman Ben Bernanke has used the term “fiscal cliff” to describe several big fiscal events set to occur in the U.S. at the end of this year and in early 2013. Among them are the following:  The expiration of the … [Read more...]

Let me tell you a story about the “haves” ……  We all know them. Love them or hate them, please give a warm welcome to: The Haves and The Have-Nots.  Boy, doesn't that conjure up feelings? It’s like the purple Schwinn 10-speed bike you hoped Santa … [Read more...]

Today, if you ask an informed investor what asset allocation is, he might say it is a way of diversifying investments among different asset classes like stocks, bonds, and cash in order to control downside risk and maximize upside return. Or he might … [Read more...]