Quarterly Market Review 2012-Q1
For those interested in more detailed information about capital markets we are proud to feature our Quarterly Market Review for the 1st quarter of 2012. This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter...
Read MoreCan You Afford to Time the Market?
The harsh reality of market efficiency has not stopped speculators and other traders from attempting to read the future. On paper, market timing offers a seductive prospect: By predicting market direction ahead of time, a trader might capture only the best-performing days and avoid the worst. The chart below tells the other side of that story. Large gains may come in quick, unpredictable surges. A trader who misinterprets events may leave the market at the wrong time. Missing only a small...
Read MoreA Holistic Approach to Wealth Management
Wealth management is not a new term. Most people have heard about this concept but are unclear what exactly it encompasses. So we ask, “What separates a wealth manager from an investment advisor?” If you’re unsure how to answer this then you are certainly not alone. In fact, a recent study by leading consulting firm, CEG Worldwide, concluded that out of almost 2,100 so-called wealth management firms across the country only 7% were truly engaging in actual wealth management. The rest were...
Read MoreWhat’s an RIA? Why Should You Care?
A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. Why might an independent RIA be a good choice for an investor?Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation. Many independent RIAs are owned by the individual advisors who run them. RIA firms have a fiduciary duty to act in...
Read MoreWorld Market Capitalization
Viewing the world map by relative market capitalization illustrates the importance of building a globally diversified portfolio and avoiding biases that may arise from attention to other economic statistics. This cartogram depicts the world not according to land mass, but by the size of each country’s stock market relative to the world’s total market value (free-float adjusted). Population, gross domestic product, exports, and other economic measures may influence where people invest. But...
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