Managing Volatility

    Feb 12, 2018

Markets Go Down Sometimes

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Markets do go down sometimes. After a long run of record highs, volatility has returned, with the S&P 500 dropping nearly 4% in a week. The catalyst this time...

    Feb 9, 2018

Stock Prices Marked Down Again, Further Improving Valuation

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The decline that began last week deepened yesterday and may do so again today (futures have fluctuated...

    Feb 8, 2018

Market Volatility No Match for Strong Fundamentals

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Despite the increase in market volatility over the past several days, we believe fundamentals remain strong and...

    Jan 5, 2018

Examining the Breakdown in Sector Correlation

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2017 has recorded the second lowest volatility on record for the S&P 500. The calm at the surface, however, belies...

    Nov 21, 2017

Navigating Volatility within a Late Cycle Expansion

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The U.S. has entered the later stages of the business cycle. While there is reason to believe it will continue for...

    Oct 25, 2017

Streaming the U.S. Energy Renaissance

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Volatility in the energy sector is certainly not a new phenomenon. And, this is likely to persist, given the U.S. Energy Renaissance...

    Oct 20, 2017

It’s Tax-Loss Harvesting Season

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The benefits of tax-loss harvesting depend on an investor’s unique circumstances, but it may help offset unavoidable taxes owed, due to...

    Oct 20, 2017

Alternatives: Buy the Umbrella Before It Rains

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The past never perfectly reflects the future, but it does leave hints. Markets tend to move in cycles...