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Client Letter September 2015

Client Letter September 2015

Market Whodunit

The sudden drop in the market has everyone looking for a culprit. The explanation may be much more elementary than you think, my dear Watson. Remember, the stock market predicts about twenty recessions for every one that actually occurs. In this case, stocks have been falling despite generally positive economic news. This suggests that the correction is probably technical, and not fundamental in nature. 

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Elementary Advice on the market conundrum

Elementary Advice on the market conundrum

Not even the sharpest living minds on investing have a good clue what’s coming next. Oracle of Omaha Warren Buffett admitted in May that he had been “wrong” about interest rates. Global investors continue to struggle in the quest for signs of what the future will look like – for interest rates, for China, for energy, for Greece. It’s an enigma everywhere, making the financial markets one of today’s greatest mysteries. Bruce Thompson spies the real culprit in the recent market decline.

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Note about the Market

Note about the Market

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since the financial crisis. Yet, as one of my colleagues said recently, the market drop is as surprising as a hurricane hitting North Carolina!

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Client Note August 25, 2015

Client Note August 25, 2015

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since 2011 during the Eurozone crisis, and conjuring up bad memories of 2008. 

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1484 Hits

Four Steps to Fiduciary Success for Plan Committees

Four Steps to Fiduciary Success for Plan Committees

This report from Vanguard Investments describes the steps taken by successful investment committees.

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1223 Hits

Participant Letter August 2015

Participant Letter August 2015

Pardon the pun, but diversified portfolios have slipped in the last few months on oil. Moderate returns in the broad US stocks indexes have been pinched on one side by negative results in the bond market, and on the other by a retreat in international, emerging markets stocks and commodities, primarily oil. 

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Stable Value Funds

Stable Value Funds

Higher yields than cash, with low volatility and principal protection

Question: What are stable-value funds? Are they like money market funds with higher yields?

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2291 Hits

Your Primer on the DOL's Fiduciary Rule Proposal

Your Primer on the DOL's Fiduciary Rule Proposal

We've attached an Executive Summary covering the basics of the DOL's proposed rule on conflicts of interest in giving retirement plan advice. The new rule, designed to protect participants, seeks to define what advice will be subject to a fiduciary standard of care and under the purview of DOL enforcement.

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1439 Hits

Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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1993 Hits

Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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1415 Hits

TWM Welcomes Jordan Gentile

TWM Welcomes Jordan Gentile

Please welcome Jordan Gentile as the newest member of Thompson Wealth Management's team. 

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2464 Hits

Client Letter August 2015

Client Letter August 2015

Market Focus: Value and Dividend Stocks out of Fashion

As a style of investing, dividends have under-performed the market recently. Portfolios with an equity income emphasis have lagged the market in the last couple of years. While frustrating in the short run, the longer term picture tells a different story: focus on fundamentals, not trends. In fact, we can exploit trends – not by chasing them, but by faithfully diversifying and rebalancing.

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1650 Hits

Client Letter July 2015

Client Letter July 2015

Benchmark Returns June 30, 2015

We wish you a happy and healthy 4th of July weekend. Here’s hoping that you spend the next few days thinking more about barbecues and bottle rockets than the ongoing fireworks in Greece and investment markets.

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1763 Hits

Hedge Funds -- Unattractive for Most

Hedge Funds -- Unattractive for Most

"I would never join a club that would have me as a member." Groucho Marx

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2061 Hits

The Psychology Behind Financial Decisions

The Psychology Behind Financial Decisions

 

When we have too many options, we choke.

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1540 Hits

Performance of Wall Street's Best Known

Performance of Wall Street's Best Known

Another smoking gun for active fund management/market timing...

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1095 Hits

New rule on annuity options for retirement plans

New rule on annuity options for retirement plans

Recent rule allows participants to purchase annuities with a portion of their balances.

 

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1325 Hits

Mind games: Behavioral aspects of investing

Mind games: Behavioral aspects of investing

Fear, greed and ego are some of the biggest influencing factors in stock markets...

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1258 Hits

Participant Letter June 2015

Participant Letter June 2015

This month's participant letter provides an update on the plan's investments so far this year, and Bruce Thompson talks about some risks to be aware of...

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1264 Hits
Featured

Success is Controlling How You Spend Your Time

Success is Controlling How You Spend Your Time
This article was written by Venture Capitalist Peter Cohan based on advice given to one of his Babson College students.
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