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  • Q4 2016 Market Review

    John Gorlow | Jan 18, 2017

    2016_ReviewDon’t Believe the News — We may look back at 2016 as the year in which Russia and fake news helped elect an American president. In the financial markets, it was a year of misleading news as well. The facts were right, that’s true, but most financial analysts got the forecast wrong. READ MORE

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  • NOVEMBER STOCKS SOAR; PUNDITS PLAY A GUESSING GAME

    John Gorlow | Dec 05, 2016

    market rally It’s the Trump era. Or a re-do of the Reagan era. Or possibly the “I don’t understand how to work this” era. How should investors navigate this complex new world of what-if scenarios? For once, even the pundits seem unsure. READ MORE

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  • October 2016 Market Report

    John Gorlow | Nov 14, 2016

    TrumpSmallSurprised? Who wasn’t as election results rolled in? Few expected the 45th president of the United States to be a real estate developer with multiple business bankruptcies and a sideline career as a reality TV show host. Is now the time to rejigger your portfolio? Before you act, check out this month’s feature section on how not to become your own worst enemy. READ MORE  

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  • HIGH NOTES and LOW NOTES: Q3 Market Report

    John Gorlow | Oct 11, 2016

    elections&stockmarketsPresidential elections give rise to all kinds of market predictions. This year, the polarization of American political parties and attention-grabbing remarks by Donald Trump are bringing out the pundits in droves. Our advice: keep calm, carry on, and don’t react to the doomsday scenarios. READ MORE 

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  • A SLOW AUGUST; PASSIVE TREND STEAMS AHEAD

    John Gorlow | Sep 14, 2016
    EquilibriumLike the wallflower who becomes popular, passively invested index funds are turning heads and inciting foes. Some big guns of the active investment industry are warning of dangers ahead if passive investing gets too big. Despite recent heated rhetoric, there are interesting and valid questions about where it could all lead. READ MORE


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  • CLIMBING A WALL OF WORRY

    John Gorlow | Aug 05, 2016

    VolatiletimesWith markets climbing and the Dow hitting a new high, why are investors feeling uneasy? There are plenty of reasons. Chief among them: the global economy is in the doldrums. But there’s more than one way to read the situation, and some analysts see a turning point ahead. 


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  • Quarterly Market Review: PEAKS AND VALLEYS

    John Gorlow | Jul 18, 2016
    CrystalBallSFFVOLATILE FIRST HALF CAPPED BY RATE DROP AND STOCK RALLY

    While most diversified investors earned decent returns in the first half of the year, wild market swings along the way fed our collective uncertainty.

    What does volatility tell us about future returns? We’ll look at what’s been roiling the markets and a new DFA study, then review the numbers.
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  • A WAKE-UP CALL FOR THE EU

    John Gorlow | Jun 24, 2016
    BrexitWhat A Difference A Day Makes. 
     
    “Explosive shock” is how one Reuters headline described the reaction to yesterday’s vote that severed UK ties with the European Union.

    Markets around the world plunged as analysts and pundits struggled to understand long-term implications. Investors were stunned, wondering where the unraveling of the EU will end. 
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  • Standing on Principle

    John Gorlow | Jun 09, 2016
    muhamadali

    The recent death of Mohammad Ali made me think about what it means to live by one’s principles, and how that can change your life. Ali was no saint, to be sure. But he taught me one of my earliest lessons in standing up for what you believe in. 

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  • International Stocks in Bloom

    John Gorlow | May 09, 2016
    IMG_2080

    Diversified investors were rewarded in April as international markets rebounded and volatility decreased. 


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