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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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  • New Fiduciary Rule for Brokers

    John Gorlow | Apr 17, 2016
    FiduciaryA Win for Consumers

    In any other industry, requiring professionals to act in the best interests of their clients might seem like a no-brainer. But this is the financial industry we’re talking about.

    In early April, the Department of Labor announced new rules requiring financial professionals to adopt a fiduciary standard, placing client interests ahead of their own. This could be a game-changer
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  • Quarterly Market Review: April 16, 2016

    John Gorlow | Apr 17, 2016
    ws0915TUMULTUOUS TIMES
    LEAD TO RECORD ACTIVE FUND OUTFLOWS


    No one was happy with Q1 market performance. But for investors who trusted their money to active management, the pain was considerably worse.

     Learn what happened, and why money is now pouring into passively invested strategies. Let's start with the numbers. 

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  • THE DISCOMFORT ZONE

    John Gorlow | Mar 08, 2016

    FullSizeRenderTHE DISCOMFORT ZONE

    Market turbulence, negative interest rates, and the specter of currency wars have unsettled investors. What does it all portend? 

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  • S&P 500 DROPS 5.5% IN JANUARY

    John Gorlow | Feb 22, 2016
    ws0915

    JANUARY’S COLD SHOULDER 

    The new year grabbed our attention with steep market losses, with the S&P 500 marking its worst January in history (down -7.93% between Jan 4 and 15). What can one month tell us about the year ahead? 



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