Risk Ahead – How Risky Are Bond Funds?

Risk Ahead - How Risky Are Bond Funds?

  To watch this video on YouTube click here   Why Worry Now About Bond Funds? Since the early 1980’s, interest rates have been on the decline and are now at historic lows. However, some investors are worried that we may be on the verge of a reversal in trend as the US Federal Reserve (aka…

Will There Be A Stock Market Rally This Fall?

Will There Be A Stock Market Rally This Fall?

As the stock market hits record highs, investors are wondering “will there be a stock market rally this fall?”. Investors seem very compliant nowadays. In fact, this market is starting to feel a bit like the market of the late 1990s — when the strategy was to just “buy the dips”. While the economics are…

What Is The Best ETF Hedging Strategy?

What Is The Best ETF Hedging Strategy?

What is the best ETF Hedging Strategy? Sometimes the simplest is the best. So, What Is The Best ETF Hedging Strategy? — A Systematic Approach To Protect A Portfolio Against Another 2008 Style Decline Lately I have been reading more and more articles in the financial press about how another major stock market decline is…

Knee Jerk Reaction… Or Something More?

Knee Jerk Reaction... Or Something More?

Yesterday, as news of Malyasia flight MH17 possibly being shot down, combined with the news of escalating offensive maneuvers in Gaza, caused the VIX (aka the fear gauge) to jump a whopping 37%. After months of very low volatility in the market, is this the beginning of a reversal in trend — or just a…

Some Quick Thoughts On The Market

Some Quick Thoughts On The Market

Despite worries about the price decline in small cap stocks earlier this year and a poor 1st quarter GDP report, the equity markets are still continuing to rise in an orderly fashion. S&P 500 – Still Trending The S&P 500 index’s upward trend from its February low still remains in place. At this point, the price action…

Will Rising Oil Prices Delay The Fed?

Will Rising Oil Prices Delay The Fed?

The escalating conflicting in Iraq has global investors worried that oil prices will continue to rise into the summer travel season. Will rising oil prices delay the Fed, or worse, impact growth for the remainder of 2014? Tensions In Iraq Oil prices have started to rise aggressively since militants led by ISIS – the Islamic…

Retirement Plan Advisors: Should I Use An Investment Advisor For My 401k Plan?

Retirement Plan Advisors: Should I Use An Investment Advisor For My 401k Plan?

Should 401k participants use retirement plan advisors – or go at it solo? A study on 401k participants  and retirement plan advisors working together should be revisited in today’s market by both investment advisors and retirement plan participants. The study was conducted by Aon Hewitt and Financial Engines, titled:  Help in Defined Contribution Plans: 2006…

Global Investment Management | Global Allocation June 2014

Global Investment Management | Global Allocation June 2014

Global Investment Management update for June 2014 – Changes to our Global Asset Allocation Strategy Below is an update to our global asset allocation strategy and a few highlights from our global investment management research. This investment strategy uses global relative strength and momentum to invest in a prescreened ETF universe. For a detailed overview of the…

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