Balancing the trade-offs between focusing on research and managing client relationships, can often come at the expense of growing assets. In addition, establishing a disciplined and repeatable investment research process that outperforms its benchmarks is not an easy undertaking. […]
We think it is fair to assume that EVERYTHING will be different over the next four to eight years—relative to the prior eight years—as far as “money policy.” What might that mean for an investor? […]
Rage Against the Machine In the wake of Hurricane Matthew and the battering of the southeast coast, our thoughts turn back to another storm that has been raging for a while. This one is political […]
There is a lot that continues to be distinctly weird as it relates to today’s financial world, with weird being continually re-defined by elected—and un-elected—officials around the world. This bizarreness in the political realm is […]
The Efficient Market Hypothesis (EMH) and Random Walk Theory (RW) suggest that the most successful investment strategy should be a passive index, and that any performance above market returns are attributed merely to luck. The […]
After a return to what seemed to be an unlimited up market in 2013, stocks are down approximately 5% year to date. Is this the start of a market crash so many talking heads have said is inevitable, or simply the ongoing normal volatility that accompanies markets? […]
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