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  • Quarterly Market Review : APR 17, 2015

    John Gorlow | Apr 17, 2015

    IMG_2080THE NUMBERS DON’T LIE. Perhaps it’s in our nature to believe in hunches, or to think we know a winner when we see one, or that every stock and bond market move can be anticipated if only we have the right data. The evidence about actively managed funds suggests otherwise. This month we take a look at short- and long-term actively managed fund performance as measured by a large, ongoing study. It’s not a pretty picture. But first, the numbers.

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  • Market Update: Mar 8, 2015

    John Gorlow | Mar 08, 2015

    When exchange rate volatility takes a bite out of your portfolio, should you change your strategy or hedge your bets? This month we take a look at short and longer-term currency trends and offer our advice on what to do (and what not to do). As always, diversification is your strongest ally. 

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  • Market Update: Feb 9, 2015

    John Gorlow | Feb 09, 2015
    GettyImages_86071179As we move into February, forecast-beating U.S. payroll data sparked a jump in bond yields. The dollar gained. Month-to-date, stock returns erased January losses. Economists were pleased.
    As an investor, how should you react to good news like that? How about the negative news? And of course the financial press has plenty of baseless predictions and forecasts at the start of each new year. 

    Our advice is the same, no matter what the news brings. Remain disciplined and focused on a sound investment philosophy. If your situation has changed, do an allocation checkup. Never invest based on your emotions. And tune out the noise of financial pundits.

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  • Quarterly Market Review - Jan 13, 2015

    John Gorlow | Jan 15, 2015

    GettyImages_86071179Did you stay the course in 2014? As so often happens, the financial markets defied expectations and expert prognostications.

    When the market plunged in October, those who hung on were rewarded at year-end. Proving once that the best antidote for financial fear is a sound strategy, disciplined approach, and broad diversification. And 2015 is likely to be no different. 

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  • Market Update: Dec 7, 2014

    John Gorlow | Dec 07, 2014

    GettyImages_86071179U.S. stocks continued their positive trend in November as U.S. 3rd – quarter growth was revised up, to 3.9%. The news sent returns on the S&P 500 2.69% higher, bringing YTD returns on the index to a healthy 13.98%.Volatility continued to decline from its mid-October peak.  

    Commodity prices are headed for their fourth straight year of losses. Both medium and long-term treasury yields declined. Many analysts find the divergence puzzling, 

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  • Market Update: Nov 9, 2014

    John Gorlow | Nov 10, 2014
    86071179In spite of a mid-month plunge in global stock prices, upbeat economic and corporate news lifted the S&P 500 Index to close October at an all-time high, notably retuning 2.44% for the period. The sell-off, the worst in two-years, resulted from concerns over global growth, falling oil prices and the stronger US dollar.  

    Though volatility spiked during the period, in the end the S&P 500 VIX short-term futures index declined 2%. The S&P MidCap 400 and the S&P SmallCap 600 both delivered strong performances and gained 4% and 7% respectively.

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  • Private Equity, High Fees and Risk: Oct 26, 2014

    John Gorlow | Oct 26, 2014

    As recently as last year, and for the first time in 80 years, federal regulators lifted a ban on advertising allowing hedge funds and private equity buyout firms to now promote their products to the general public. This piece of legislation fundamentally changed the way in which private placement issuers raise money and affords them an opportunity to collect even more in management fees.

    For decades the private offering giants persuaded institutions and university endowments to entrust them with investing billions of their dollars while promising diversification and better returns than the general market.

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  • Market Update: Oct 13, 2014

    John Gorlow | Oct 13, 2014

    86071179Despite a mid-month surge, as September drew to a close, the S&P 500 erased all of its earlier gains ending down 1.4%. The S&P 500 VIX Short-Term Futures index gained 11%. The S&P Mid Cap 400 and the S&P SmallCap 600 both declined by a significantly wider margin (-5%).

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  • Market Update: September 9, 2014

    John Gorlow | Sep 10, 2014

    IMG_2088The S&P 500 index returned 4.00% in August and ended the month eclipsing the 2000 point milestone for the first time. Strong August gains brought YTD returns on the index to 9.89%.

    August was also a good month for small cap stocks. The S&P Small Cap 600, which lost 5.5% in July, recovered 4.3% in August landing the small cap index back into positive territory YTD.

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  • Market Update: August 5, 2014

    John Gorlow | Aug 05, 2014

    FullSizeRenderThe stock market ended July with the sharpest decline in the Standard and Poor’s 500 Index since April. After hitting an all-time high during the month, the S&P 500 ended down 1.38%. Not surprisingly, the S&P 500 Volatility Index surged 13%. On a positive note YTD returns on the S&P 500 index remain a healthy 5.66%.


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