Volatility continues its downward trend which has been great news for stocks. In fact, the VIX - also known as the ‘Fear Index’ - is setting record monthly lows in 2017 – just as the market is setting all-time highs. The question for investors is ‘how low can...read more
In Steven Covey’s famous book entitled The 7 Habits of Highly Effective People, the last habit is ‘Sharpen the Saw’. He begins the chapter by telling a story of a man in the woods who is attempting to saw a tree with great effort but making little progress. A passerby...read more
The index craze remains in full swing. At the end of June, the mutual fund industry was 34% passive, up from 30% at the beginning of 2015. In the US Equity category, that number is now 43%, up from 38% according to data from Morningstar. With the exception of some net...read more
We’d value the opportunity to have a discussion with you. Best wishes for 2017!