Investment Consulting

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…

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.

In the ongoing debate about the fiduciary standard, it continues to be difficult explaining to the public just what fiduciary is and means, and how there's a difference between brokers…

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…

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…

A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent.

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. Click…

Recently, Philadelphia Inquirer columnist Erin Arvedlund interviewed Jeremy Brenn to learn more about the role of corporate bonds in building a suitable investment portfolio.

Weston Wellington - Vice President Dimensional Fund Advisors Over the course of a lengthy and illustrious business career, Warren Buffett has offered thoughtful opinions on a wide variety of investment-related…

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…