Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and [...]
A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income [...]
Despite gaining widespread popularity, Exchange-Traded Funds (ETFs) are not an all-encompassing solution; they are just another “tool in the toolbox.” For the do-it-yourself investor, ETF investing has a variety of shortcomings and presents unique challenges: ETFs cannot help [...]
For investors that are interested in sustainable, responsible, and impact (“SRI”) investing, the common question almost always comes up: “Can SRI investments produce the same returns as traditional investments, is performance sacrificed in order to achieve a social impact?” [...]
Save the earth ~ Live sustainably ~ Protect the working man! These protest mottos, once marginal causes promoted by hippies and dreamers alike, have officially made their way into the boardroom. And just as companies are making sustainable and [...]
We are faced with choices every day. We choose the food we eat, the places we shop, the brands we patronize, and the people with whom we interact. These everyday choices help to define who we are and craft [...]
As a smart consumer waits for the product they plan to purchase to go on sale, so a smart investor should wait for the proper entry price and valuation to add an investment to their portfolio. An interesting study, [...]
Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk [...]
Chances are, if you are reading this you have an advisor. Someone who is making decisions on your investment portfolio and in whom you have placed a significant amount of trust. After all, we are talking about your future [...]
Quite often, “Trends can be Friends”. The current investing and political environments have presented several opportunities that we see as having a beneficial medium-term upside for investors. Today, investors find themselves in a market noted for high valuations and [...]
