Written by: Lauren Goodwin, CFA In six weeks, the S&P 500 returned all investors’ gains in 2018. These market losses have prompted investors to reminisce on the previous 18 months of “goldilocks” …
Written by: Adam Scarier Investors have found themselves stuck between a rock and a hard place this year. On one hand, there have been bouts of equity volatility caused by growth and geopolitical conc …
Written by: Lauren Goodwin, CFA There is no denying that emerging markets have had a difficult year. Investor sentiment towards EMs has deteriorated, EM currencies have weakened by 10-15% across the E …
Written by: Steve Sciortino Year-to-date through the middle of September, U.S. growth stocks have posted outstanding results, with the Russell 1000 Growth Index gaining approximately 16%. In contrast, …
Written By: Jae Yoon Summer has been heating up the news cycle. Trade headlines dominate; midterm elections are impending; interest rates are on the rise; a strong second quarter stokes conversations …
In perhaps his most famous quote ever, Harry Markowitz called diversification “the only free lunch in finance.” For investors, the power of diversification is nothing new, and every advisor is well aw …
Remember the halcyon days of 2017? For advisors and investors, it was a fabulous year. The stock market maintained a steady climb skyward, and it delivered a nice, smooth ride to the top. In fac …
In our continuously evolving world, men and women are becoming equal partners, more so than ever before—both in caring for their families and in the workplace. And yet, even today, women still face sp …
It’s a challenge for every advisor. You’ve fostered a client relationship over years, sometimes even decades, working with the client side by side to grow their portfolio—and grow your AUM. But when y …
As an advisor, you’re well aware of the value of ETFs. These versatile investment vehicles can provide your clients with tax-efficient exposure to specific areas of the market. It wasn’t long ago that …
Written by: Chaikin Analytics 1. The bull market is maturing, but is not over yet The adage that “bull markets climb a wall of worry” held true in 2017, as political strife in Washington …
