Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

  • ★ Featured blog post

    Q1-2017 Quarterly Context Webinar

    What led to the positive returns in Q1? Should you expect an increase in market volatility? How much value does regular rebalancing add? View the Q1 Quarterly Context webinar recording for more insight.

    ★ Featured blog post

    Are you on the right financial path?

    After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

    ★ Featured blog post

    Q1-2017 Quarterly Letter

    The “risk-on” theme persisted through the first quarter as improving economic data trumped elevated geopolitical uncertainty, both in the U.S. and abroad. Economies in the U.S. and Europe continued to gain traction and the U.S. entered its 93rd month of expansion. At the same time, important and potentially divisive elections in Europe, an impeachment in South Korea, heightened tensions with North Korea, innuendo around Russia, civil war in Syria, the Brexit trigger, and an unconventional and inexperienced administration in the U.S. did not rile investors.

    ★ Featured blog post

    Q4-2016 Quarterly Context Webinar

    What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.

    ★ Featured blog post

    Periodic Table of Unpredictable Returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

    ★ Featured blog post

    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

    ★ Featured blog post

    Q4-2016 Market Review

    The new US president is inheriting one of the strongest economies that has been handed to a new President in recent history (based on 3Q GDP). Since the 1970’s, only George H.W. Bush and Jimmy Carter assumed the office with higher GDP growth rates.

    ★ Featured blog post

    What do updated annual savings limits mean for planning?

    The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

    ★ Featured blog post

    Q3-2016 Quarterly Context Webinar

    ★ Featured blog post

    Is uncertainty a friend or foe?

    Surprise parties would surely be less fun without it, and life would generally be more boring if all outcomes were known in advance. And, while capital markets react negatively to increases in uncertainty, it is that very same absence of clear outcomes that makes the capital markets possible and worthwhile in the long-run. Unpredictability is […]

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