A common question was raised at our client events throughout 2016: “What changes are you making in client portfolios to prepare for the Presidential Election?” Based on our many years of experience, including numerous elections, we believe such events drive short-term...
In the spirit of the Presidential Debates, let us use Reagan’s famous expression, “There you go again,” in describing the recent round of fixation on interest rates. It was only after the Fed’s announcement in September to hold rates steady that interest rate...
The wild swing experienced at the end of the quarter due to the Brexit announcement was a true test of nerves for individual investors as well as investment professionals. The volatility confirms our belief that when you mix “Wall Street geniuses” and the media it...
The uneventful first quarter result of +1.35% for the S&P 500 does not tell the whole story as to how 2016 has the dubious honor of having the worst start for U.S. equity markets in stock market history. Of course, it did not end there. The Dow Jones Industrial...
