What 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. 

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.

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

A WIN FOR CUSTOMERS. 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

TUMULTUOUS 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.

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

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?

Everything aligned in 2015, and not in a good way. Here we present Q4 numbers and our tried-and-true advice for a portfolio that works in any kind of investment weather.

Reading the Tea Leaves: Janet Yellen cautiously raised rates, and Wall Street took it in stride. The markets are signaling that low rates could persist for years to come.

Anxiety. Uncertainty. Tension. Deadly terrorist attacks. And a dire situation in Syria with no end in sight. 2015 has been a volatile year and November was a particularly volatile month. Little surprise that the markets reflect our global unease, off 1% at the end of the month and with many segments in the red for the year as a whole.