Blog Posts
Four Strategies to Determine Your Asset Allocation.
Asset allocation is an important component to any portfolio. It deals with the ratio between various asset classes such as stocks and bonds. Many investors don’t know where to start or how to determine if their asset allocation is appropriate based on their...
Active Asset Allocation Trend Updates: June 2013
The Active Asset Allocation Portfolio utilizes a trend following strategy by buying and selling securities based on established price trends in each asset class. Below is a snapshot of the current trends we are following: US Equities: The trends in US Equities are...
Keeping the Fed in Perspective
It’s been a big week! But don’t lose focus on the long term. Too many people are making a big deal over the Fed’s announcement earlier this week, resulting in traders kicking up a lot of dust in the markets and the talking heads dissecting the meaning of the...
Bonds turning negative. Real Estate closely watched.
During our last trend update, we wrote about trends starting to change in bonds. While US bonds have not maintained a clear direction for the past few months, we were pleased with the performance of emerging market debt and many actively managed funds. In a rather...
Why is my portfolio lagging the stock market?
We’ve fielded a few phone calls from clients in the past few weeks confused about why their statements are not reflecting the same rate of return of the S&P 500 which they’re hearing about in the news. We’re not surprised by the observation. The S&P 500 has...
Three Retirement Strategies I Forgot to Tell My Client.
I recently met with prospective clients who needed a lot of guidance. They were entering retirement with substantial assets and sources of income, but there were important health issues to consider. It was complicated. They had not been well served in the past. They...
What to do if you forgot your RMD
While there are a couple of exceptions, you’re required to take distributions from an IRA or a 401k under two circumstances. These are known as the Required Minimum Distributions, or “RMDs”, and they generally apply to: a. Your own IRA, in the year you’ve reached age...
A Case for Emerging Market Debt
Emerging market debt has recently become a more-widely accepted asset class for income investors looking to diversify their portfolio. It consist primarily of bonds issued by countries with emerging economies (Australia, Brazil, Taiwan, China to name a few) backed by...
Understanding your unique perception of risk
Investment risk comes in many forms and is talked about so frequently within the industry, that every type of risk has it’s own name. Just a few are longevity risk, inflation risk, interest rate risk, liquidity risk, political risk, and market risk. This post is not...
Trend Updates: May 2013
The Active Asset Allocation Portfolio utilizes a trend following strategy by buying and selling securities based on established price trends in each asset class. Below is a snapshot of the current trends we are following: US Equities: The trends in US Equities have...
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