Content type: Insight post

28.03.2019

Harnessing the Power of the Rule of 72

If an investment can consistently return 7.2% rate of return, investors may not need to chase returns in riskier investments...

14.03.2019

Ten Years of Bull

March 9th marked the 10-year anniversary of the bull market following the Global Financial Crisis. The S&P 500 bottomed at...

07.02.2019

Examining the State of the Union

Although President Trump confidently highlighted the health of the American economy during this week’s State of the Union address, there...

06.02.2019

Chasing Yield

Since interest rates had been so low for so long, many investors had sought investments with higher yields. This meant...

01.02.2019

The Record-Breaking Markets of 2018

The 2018 year had unprecedented actions in the markets. We outline some of the rare and unique market and VIX...

04.10.2018

Fiduciary Insanity?

How has portfolio construction changed since the Global Financial Crisis? You may be surprised to learn how little the allocations...

20.09.2018

Duration Matters

Part 3 of 3 - Managing Expectations Series - Learn how the duration of drawdown matters to the Defined Risk...

19.09.2018

The 40 Won't Protect

Will bonds, the 40 in the 60/40, protect as they have in the past? This question is of real concern...

22.08.2018

Magnitude Matters

Part 2 of 3 - Managing Expectations Series - Learn how the magnitude (severity) of a drawdown matters to the...

13.08.2018

The State of Fixed Income

Examine the state of fixed income. For a long time, bonds provided both income and protection. With low but rising...