Does Investor Complacency Signal a Need for Caution?
Our research consultant, Asset Consulting Group, recently completed an analysis (click here to read) that addresses the growing concern that investors have become complacent. The “complacency index” (bear with us …
According to WSJ, We Should Stay Inquisitive When it Comes to Investing
At the beginning of 2016, we put out an investment letter that explored the accuracy with which market forecasters were able to predict the performance of the stock markets for …
Rational Investing in an Irrational Market
In a year filled with high drama and surprising turns, 2016 has been unexpectedly good in the markets. As this market monitor through November 18th reflects, returns this year have been better …
Barron’s Manifesto for Stockpickers
Here is a great article discussing the rough go active managers have had recently, likely due to a focus on beating the index and concern over investors having a shortened …
Closing Out the Second Quarter
The close of the second quarter was not without its dramatics. On June 23rd, the people of the United Kingdom voted to leave the European Union, a partnership to which …
May Insights from Howard Marks
In his May 26 memo, Howard Marks examines the role of governments and regulations in producing prosperity. First, he puts the campaign promises of presidential hopefuls to task, discussing the …
Annual Market Predictions: Insight or Entertainment?
Around the beginning of every New Year, we are treated to an array of prognostications by various market pundits, who would propose to tell us, as investors, where the markets …
Investing in Dividend-Paying Stocks
Investing in companies with growing dividends has proven to be a strong long-term investment strategy. This Barron’s article highlights the different way Vanguard, T. Rowe Price and Cullen have constructed …
Investment Insights: January 2016
We are writing to share our perspective on the current volatility in the market. Emotions can be our greatest adversary. We, therefore, as your advisors, seek refuge in facts to …