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Absence (Of Market Volatility) Made The Heart Grow Fonder
Investors loved financial markets while market volatility was noticeably absent. But now it’s back. Colin responds to your common questions, including what to expect. Low volatility has been a feature...
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Cautionary Words For Investors Chasing Dividend Yield
Dividend yield doesn’t tell you about the health of a company — a lesson learned from GE. That, and other cautionary advice from a veteran income investor. [REITs] Don’t focus too much on dividend...
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Betting On Diversification. Any Takers?
Ten years ago, Warren Buffett made a decade-long wager on an S&P 500 index fund — and emerged triumphant. But would we make a similar bet in today’s market?...
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The Inflation Pendulum: A CIO’s Perspective
Colin Moore explains the current state of inflation, the arduous task of the Fed “getting it right” and why it matters to investors. You probably know that it’s not a good thing to have too much or too...
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Market Volatility, Rising Interest Rates And What’s Next
CEO Ted Truscott and CIO Colin Moore sit down to discuss recent market events. Ted: 2017 was an extraordinary year in the financial markets. The S&P 500 Index didn’t have a single down month. But...
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Passive Investing May Not Work For Fixed Income. But What Does?
Gene Tannuzzo explains why a strategic beta approach makes a lot of sense in fixed income, particularly relative to traditional passive strategies....
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Make Better Investment Choices With Active Share And The Sortino Ratio
These two metrics may be missing from your investment product evaluation process. Here’s how they work. The more tools you have to make sure you’re choosing the best products for your clients, the...
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Tax reform is reducing muni bond supply
We believe there are good opportunities in muni bonds today. But you may need to do a bit more navigating to find them....
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Help Wanted: A Good Interest Rate Forecaster
The risk/reward tradeoff for 2018 will probably not have the same results as the last two years. Here’s why to stay invested, but temper your expectations....
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Emerging Markets: Too Big To Ignore?
The risks of emerging markets are different from developed markets. But they also present growth opportunities that are too big to ignore....
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