Reflecting relief from the New Year’s Eve (at least temporary) avoidance of the “fiscal cliff,” equity markets continued their strong recovery from the financial crisis of 2008. Economic activity in the US also continued to pick up, albeit at a slow pace. (On average, although fairly volatile from quarter-to-quarter, GDP continues to grow at about […]
1st Quarter Client Note Read More »
In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!
Compelling Interview With SEC Chairman Mary Schapiro Read More »
From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.
4th Quarter Client Note Read More »
The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.
Less Active is More Productive When Vanguard Gets More Passive Read More »
The S & P 500 index was down 13.90 % during the quarter, the worst quarter since the financial panic of 2008. The S & P 500 (US large cap stocks) was actually among the better performers of risky asset classes. Small caps were down 22% and international stocks fell 19.6%. On the other hand,
3rd Quarter Client Note Read More »
Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.
The Debt Crisis, Volatility and Long-Term Investors Read More »
Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.
3rd Quarter 2009 Client Note Read More »
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