• Behavioral Bias: The Ultimate Bracket Buster

    Agonizing over March Madness picks? Scanning the regular season records and starting lineups to decipher who will surprise and who will choke? The ultimate bracket buster probably isn’t that upstart 12 seed lurking in the bottom of the bracket. A bigger barrier to office pool glory might be in your head.

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  • Bull Markets Command Highlight Reels,
    but Defense Deserves the Game Ball

    The same unsung heroes behind most sports victories also get overshadowed in investing: defense.

    Humans seem hard-wired to emphasize offensive gains. Football games are remembered by the winning touchdown pass, not the defense holding an opponent to a field goal. Investing is no different. Bull markets command attention. Investors give less focus to downside protection and its understated—but crucial—role in determining long-term outcomes.

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  • Why Your Portfolio Needs Global Exposure

    Globally flexible managers have been shifting allocations of late, as it’s become more and more evident that U.S. stocks are overvalued and due for a correction, and as improving economic data and sentiment abroad boosts foreign markets.


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  • The Dangers of Investing Complacency

    We are all aware that sustained volatility has been absent for an extended period; but the good times can’t last forever, and investors need to consider what changes are necessary to position themselves for success in the years to come.



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  • Long/Short Equity:
    Improving Outcomes for Core Portfolios

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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