Just a few decades ago the world seemed a lot simpler. You may own a house, a car or two, cash, some investments, and perhaps a boat or even a vacation home. These things could be divided into two categories: real (or tangible) assets and intangible assets. Then came the advent of the internet when […]
Avenues of Growth: Global Trade
Since the start of the year, projections for global growth have been ratcheted downward (Chart 1). Leaders at the European Central Bank (ECB) and the U.S. Federal Reserve (Fed) have promised to keep rates low in order to facilitate growth. As a result, global rates for the G-20 face downward pressure and debt levels can […]
Taking Care of Mom: How We Can Be Your Trusted Partner
Financial exploitation comes in all shapes and forms, from the less convincing IRS scams and fake fundraisers, to sophisticated hoaxes such as the Madoff Ponzi scheme, to ultimately heart-breaking deceptions known as the “sweetheart” and “grandparent” scams.1 Even if we have not been met with one ourselves, it is safe to say that all of […]
Sears, Roebuck & Company: The Rise and Fall of an American Icon
Sears, Roebuck & Company (Sears) was founded by Alvah Roebuck and Richard Sears in 1893. What started out as a catalog to sell watches and jewelry quickly grew into a business that offered hundreds of items for sale. Their competition? Local general stores. Rural customers were able to order from home out of a Sears […]
How to Survive Volatile Markets
After an unprecedented period of calmness in the stock market, volatility reared its ugly head with full force in the last quarter of 2018, evidenced by spikes in the “fear” index (Chart 1). Investors received a rude awakening as many high-flying stocks that were perceived to have little downside risk plunged substantially, prompting these investors […]
Will This Bull Ever Tire? Part 4 – Mean Reversion and the Case for Diversification
According to Investopedia, mean reversion is a financial theory suggesting that asset prices and returns eventually return back to the long-run mean or average of the entire dataset. Recently, the concern has been that the market is trading above historical norms and may find itself reverting to the mean (Chart 1). Paying attention to mean […]
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