The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with [...]
History has shown that presidential campaign rhetoric and promises do not always develop into actual policy. Much of that promised by President-Elect Trump requires working with and obtaining the approval of Congress. While it is true that Republicans have [...]
From the earliest days of commerce, merchants seemingly longed for distant markets that would embrace their products. Christopher Columbus’ primary goal to was to find a faster trade route west to the East Indies in order for Europe to [...]
Perhaps one thing that we can all agree on, and that which doesn’t need debating is the strong performance of risk assets during the last quarter. The S&P 500 was up 3.9%, non-U.S. developed markets were up 6.4%, and [...]
Chapter One: Investing and Planning Scenarios The 2016 presidential election is like nothing most Americans have seen in U.S. politics. Hillary Clinton and Donald Trump have very different views on where the U.S. should be led, and more specifically, [...]
The morning after the Brexit referendum confirmed the “Leave” victory, Bloomberg News ran an article titled, “Can we talk about last night?” And as funny as it is to compare the referendum decision to a one-night stand, the implications [...]
Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in Investor's Business Daily, in an article titled, “7 Best ETF Picks: Investing Nimbly With Some Excitement Thrown In”, where he offers his views into the areas [...]
Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in Investor's Business Daily, in an article titled, “To Hedge or Not to Hedge Your Portfolio, That's Again The Question”, where he shares his insight on Currency [...]
Robert Davis, CFA, Partner and Chief Investment Officer at Round Table Wealth Management was featured in The Wall Street Journal, in an article titled, “Market Rout Starts 2016 Off on Wrong Foot”, where he shares his advice on how to handle the [...]
Special Report: Income Investing 2016 Bonds and common stocks aren't the only game in town when it comes to income investing. For risk averse income investors, savings accounts and money market accounts have the benefit of safety, but [...]
