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News and Insights

News and Insights

When Rates Go Up, Do Stocks Go Down?

Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.1  It follows that an investment strategy based upon attempting to exploit these sorts of changes isn’t likely to be a fruitful endeavor. Despite the unpredictable nature of interest rate changes, investors may still be curious about what might happen to stocks if interest rates go up.

Unlike bond prices, which tend to go down when yields go up, stock prices might rise or fall with changes in interest rates. For stocks ....

 
Posted: July 14th, 2017 @ 12:00am by Eric | Category: Articles & News

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States.

While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to avoid the temptation to make significant changes to a long‑term investment plan based upon these sorts of predictions.

 
Posted: October 5th, 2016 @ 11:11am by ryan | Category: Articles & News

The Power of Process

With the Olympics right around the corner, I recently read an article  about world-class athletes and their approach to success. The author  described how the greatest athletes, from Olympians to all-star  profession-als, focus on process rather than outcome when competing at  the highest level.

 
Posted: April 12th, 2016 @ 8:49am by ryan | Category: Articles & News

Ready to retire? Don't rush your Social Security start date

This Vanguard Research Insight piece examines retirement income and the upside of delaying Social Security payments.

Click here to read the article.

 
Posted: April 11th, 2016 @ 3:34pm by Eric | Category: Articles & News

High-powered Ph.Ds have built AQR into a $141 billion investment giant

“Brainpower:  John Liew, Cliff Asness, David Kabiller and a team of high-powered Ph.Ds have built AQR into a $141 billion investment giant that gets impressive returns in good markets and bad.”

 
Posted: March 15th, 2016 @ 4:48pm by Eric | Category: Articles & News

Investment Behavior and Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having  paid for the ticket, you felt you had to get your money’s worth? Some people treat investments the same way.

 
Posted: March 1st, 2016 @ 3:24pm by Patrick | Category: Articles & News

The Road Ahead

THE DAY AFTER VALENTINE’S Day of 2011 started out like any other. Little did I know, upon waking, how much the events of that day would change the rest of my life.

 
Posted: February 10th, 2016 @ 12:00am by Jeff | Category: Articles & News

The New Normal

What’s “New” about a New Normal?

The concept of a new normal is anything but new. In fact, throughout  modern history, periods of economic upheaval and market volatility have  led people to assume that life had somehow changed and that new economic  rules or an expanding government would limit growth. What they could  not see was how markets naturally adapt to major social and economic  shifts, leading to new wealth creation.

 
Posted: October 20th, 2015 @ 3:57pm by Eric | Category: Articles & News

Why I Use a Financial Advisor

Kenneth French and Eugene Fama discuss the importance of wealth management and the value an advisor brings.

 
Posted: September 15th, 2015 @ 4:45pm by ryan | Category: Articles & News

Warren Buffet on Fear, Greed and Sticking with a Plan

As global markets jib and jab, rock and roll, giving rise to panic and worry, I was reflecting on a few of my favorite quotes from Warren Buffet about investing. He has a remarkable capacity to capture human behavior and wisdom within just a few words. 

 
Posted: August 28th, 2015 @ 10:04am by Patrick | Category: Articles & News

Our Perspective on Recent Volatility

Manning & Napier shed some interesting light on the recent volatility in the market. We believe our clients will benefit from the insight. 

 
Posted: August 26th, 2015 @ 4:41pm by Jeff | Category: Articles & News

Stirred but not Shaken

The last few days have been tough for global equity markets.  While there seems to be no single catalyst for the selloff, headlines abound regarding slowing global growth and increased volatility; volatility we haven’t seen since Standard and Poor’s downgraded the U.S. credit rating in October of 2011. 

 
Posted: August 26th, 2015 @ 4:37pm by ryan | Category: Articles & News

Impact of Market Globalization

Three economists discuss liberalization of emerging markets

In this short video, Global Chief Economist Joe Davis, Senior Economist Roger Alíaga-Diaz, and Senior Asian Economist Qian Wang discuss financial liberalization in China and its role in the global integration of the markets.

 
Posted: August 7th, 2015 @ 11:04am by Patrick | Category: Articles & News

The Financial Crisis in Greece

How should investors behave in a financial crisis? This 2 1/2 minute video will help sum this up.

 
Posted: July 28th, 2015 @ 1:21pm by Jeff | Category: Articles & News

The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them.

 
Posted: July 22nd, 2015 @ 11:31am by ryan | Category: Articles & News
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RIAs ask: Should clients worry about the steep drop in oil? A Vanguard economist explains.

The drop in oil prices has been in the forefront of many discussions recently. We would like to share Vanguard's insight with you and feel that it shares some positive light about what this means for you.

 
Posted: January 30th, 2015 @ 12:29pm by Eric | Category: Articles & News
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How Much Should I Save for Retirement?

Our friends at Dimensional came up with a great answer to this ever-looming questions.

 
Posted: October 28th, 2014 @ 9:00am by Eric | Category: Articles & News
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Tackling Diploma Debt

I recently read this article regarding student debt in the FA Magazine.  One of the better articles I’ve ever read on student debt and thought I’d share it as I feel it has some valuable information.

 
Posted: September 9th, 2014 @ 5:07pm by Eric | Category: Articles & News

If You Had a Toothache

If you had a toothache, you would go to the dentist, right? And if you were building a house, wouldn't you seek out and hire an experienced contractor?

Just as most people would never make serious medical decisions without consulting a physician, we believe you should take care of your financial health the same way you take care of your physical health, with the appropriate professionals by your side.

 
Posted: June 9th, 2014 @ 2:24pm by Jeff | Category: Articles & News
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Lifestyle Planning with a Successful Investment Strategy

Read Eric's take on Lifestyle Planning in his article featured in the Utah Physician.

 
Posted: June 6th, 2014 @ 12:00am by Eric | Category: Articles & News
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