Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals […]
If bond investors felt a bit whipsawed this month, that’s not a surprise as bond yield volatility increased, especially at the beginning of the month. At the same time, correlations between stocks and bonds are decreasing, a welcome sign for investors in search of diversification. As the Fed signals an intention to cut rates in September, investors and their advisors can benefit from […]
Volatility can create challenges for investors that advisors may find difficult to manage. The linked presentation deck highlights information that advisors can use to educate their clients about current market and economic conditions, the outlook going forward and the importance of long-term investing and diversification […]
As market returns remain strong, volatility is staging a comeback. Recent volatility most likely relates to uncertain around the election, interest rates and the economy. To help investors cope more productively with volatility, diversification strategies can alleviate some of the risks […]
Evidence continues to accumulate that interest rate cuts are on the horizon as the Fed is likely to debate the timing and number of cuts in 2024. This potentially creates an attractive environment for U.S. fixed income heading into the Fall [..]
Recent falling inflation, broadening corporate earnings and labor market balancing all increase the potential for a Federal Reserve (Fed) rate cut later this year. A broad array of asset classes could potentially benefit from this rate cut, which strengthens the case for portfolio diversification at a time when a few market leaders have created the potential for concentration risk […]
If you’re like most advisors, you’re perpetually pressed for time. Imagine how a 10 hour boost of productivity could help. That’s what you could potentially gain by utilizing outsourced investment management in the form of third-party asset management platforms (TAMPs), which are increasingly demonstrating that they are more than ready for prime time […]
Amid falling inflation and rising demand for Treasuries, a Federal Reserve Bank rate cut is increasingly likely before November. Fixed Income Trader and Portfolio Manager Bill Smith examines bond market developments in June, which include the beginnings of easing at Central Banks across the world and the ongoing puzzle of an inverted yield curve here in the US […]
As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum […]
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
