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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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  • 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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  • 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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  • Behind the Fed’s Interest Rate Hike

    John Gorlow | Dec 20, 2015
    Yellen

    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.



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  • November Markets Reflect Global Anxiety

    John Gorlow | Dec 09, 2015
    uss

    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.
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  • Quarterly Market Review : Oct 15, 2015

    John Gorlow | Oct 15, 2015
    mindfulnessTHE REWARDS OF DOING NOTHING

    The end of Q3 was a textbook example of why it pays to be a passive investor. Stocks swung wildly during the final week of August, only to be followed by a quick recovery in which the biggest losers bounced back fast. (Pity the poor investor who sold in fear early that week. But that wasn’t you.) October month to date, US markets have gained 3.8%, international developed markets 5.5%, and emerging markets 7.3%. 

    Read on for our Q3 review, advice about what to do during market corrections, and news about the latest financial come-ons from Wall Street.   
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