• How Strong Are Your Building Blocks?  

    How Strong Are Your Building Blocks?

    April 17, 2019
    Andrea Coleman, CAIA

    In the last blog post of this series, we talked about how current market indicators are pointing to lower expected returns for multiple asset classes. To help solve these lower return expectations, we discussed lowering client expectations, increasing risk and incorporating alternatives into a portfolio, along with some other strategy suggestions. This post we will discuss the following topics: how much to incorporate in a portfolio, the comparison of returns over the longer term and the more recent time frame, and how much alternatives ‘cost’ investors.

  • Time to Consider the Alternatives  

    Time to Consider the Alternatives

    February 06, 2019
    Andrea Coleman, CAIA

    In one of our recent posts, we discussed building portfolios that can handle the inevitable ups and downs that investors experience in the markets. Today we will discuss an important step in that process, namely, understanding the current market environment and setting go-forward expectations.

  • Interest Rate Anxiety  

    We’ve been expecting interest rates to continue to rise for quite some time as the Fed shifts away from their quantitative easing policy. However, markets have recently been spooked by Fed Chair Powell’s comments last week that “we’re a long way from neutral at this point, probably” indicating that additional rate hikes are coming. Rising interest rates can be scary, but there are some treats to be found if you look carefully.

  • World Cup Picks  

    For the next month, the global financial markets will take a back seat while trading desk monitors test their green hues. Knowing where interests will be focused, we created our own World Cup Challenge & while I won’t be able to win, I made my own picks…

  • Tax Reform  

    Now that 2017 is in the books with its record-setting market highs, I’ve been asked to share my thoughts on both tax reform and 2018.