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 MoreWhere’s the Party?
The surge in stock prices around the world in the first quarter serves as a reminder that predicting market trends can be a frustrating business. Six months ago, the outlook for stock prices appeared to be fading from grim to grimmer: Congressional leaders were wrangling unsuccessfully to craft a deficit reduction plan, Standard & Poor’s had removed its AAA rating on US Treasury obligations, and Greece appeared one step away from defaulting on its debt. Yet just when many investors least...
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 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 MoreThe Market’s Response to Crisis
A balanced global investment strategy may help mitigate the longer-term impact of negative events on disciplined investors. The chart below shows performance of a balanced investment strategy following a few historical crises. Each crisis is labeled with the month and year that it occurred or peaked. The subsequent one-, three-, and five-year cumulative returns start from the first day of the month following each crisis. Although a global investment strategy would have suffered losses...
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