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A Victory for Investors: The Fiduciary Rule is Here

A Victory for Investors: The Fiduciary Rule is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

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1407 Hits

Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

read more
802 Hits
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Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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1503 Hits

Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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734 Hits
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Client Letter April 2016- March Thaw brings Leadership Shift

Client Letter April 2016- March Thaw brings Leadership Shift

 

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Open Letters to the Next President

Open Letters to the Next President

by economist John Mauldin

An Open Letter to the Next President, Part 4, Where to Find $1 Trillion of Free Money, Making America Competitive Again, New York, Dallas, and Abu Dhabi

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1448 Hits

Open Letters to the Next President

Open Letters to the Next President

by economist John Mauldin

An Open Letter to the Next President, Part 4, Where to Find $1 Trillion of Free Money, Making America Competitive Again, New York, Dallas, and Abu Dhabi

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763 Hits

Diversification: What it Means

Diversification: What it Means

When you invest, it’s good to mix things up.  Diversity applies to many things in life—our friends, our colleagues, food, and sports—but it is most well known in the context of investing, and it’s commonly referred to as being diversified.

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881 Hits

Diversification: What it Means

Diversification: What it Means

When you invest, it’s good to mix things up.  Diversity applies to many things in life—our friends, our colleagues, food, and sports—but it is most well known in the context of investing, and it’s commonly referred to as being diversified.

read more
791 Hits

Seeking the Other kind of Alpha: Diversification

Seeking the Other kind of Alpha: Diversification

The beauty of a well-diversified portfolio is that you can come out ahead by sticking to the middle.

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932 Hits

Seeking the Other kind of Alpha: Diversification

Seeking the Other kind of Alpha: Diversification

The beauty of a well-diversified portfolio is that you can come out ahead by sticking to the middle.

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691 Hits

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

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1472 Hits
Featured

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

read more
1157 Hits
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Retirement Savings Options

Retirement Savings Options

In prior months, this letter has provided guidance on how much and why you should be saving for retirement.  As a refresher, previous letters are available here.  This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option

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A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom  

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1368 Hits
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Even Steven

Even Steven

Are you really worse off after the recent drop in stocks?

Sharp increases or decreases in the stock market may have a lower impact on your financial plan than you think. Sometimes when you lose in one aspect of your plan, you gain in another. That’s the “Even Steven” concept.

 

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1397 Hits
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A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom

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1067 Hits

Fund Focus: LSBDX

Fund Focus: LSBDX

The Loomis Sayles Bond fund is a credit intensive fund that is invested in domestic and international high yielding corporate debt. What sets Loomis Sayles apart from the other high yield bond funds is their contrarian view towards the high-yield bond market. The manager of Loomis Sayles, Dan Fuss, has recently expressed his confidence in the high-yield debt market and his overall investment strategy, exclaiming that, “the focus is on security selection.” Loomis Sayles continues to be bullish on high-yield debt and remains focused on the long term cycle of the high-yield bond market.

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1460 Hits

Even Steven

Even Steven

Are you really worse off after the recent drop in stocks? 

From the perspective of your overall financial health, a big jump in stock prices ain’t all it’s cracked up to be. Nor is a drop in stocks as damaging as you might fear. This is the “Even Steven” concept – you lose something in one part of your plan, but you gain it back in another.

 

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Thinking Aloud Blog

Interview with manager of Calamos Market Neutral Income Fund.

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