Wealth

<em>Monthly Market Tracker:</em> March 2017
After a strong performance in February, world markets as a whole were notably more restrained in March, with some sectors painfully negative—REITs were down 2.5 percent, which was better than the Bloomberg Commodities index’s negative 2.7 percent. It isn’t that...  more
<em>Tax-efficient equity investing:</em> Active tax-management techniques
Some observers believe that investors are better off not taking an active role in managing their portfolios. Too many people, they say, let emotions decide when to make buy or sell, with dire results. For those who are able to follow their rational side, Timothy...  more
<em>Market Pulse Report:</em> April 2017
There’s a good reason for diversifying your portfolio, expressed in the proverb “Don't put all of your eggs in one basket.” Human nature being what it is, however, the basket you didn’t invest in may look better than any basket you might have chosen. “How many times...  more
<em>Quarterly Flash Report:</em> April 2017
U.S equities have had a good run in the first quarter of the year, though the run stalled in March. Or “took a breather,” if you prefer. The bull market may continue if earnings are stong, though more analysts believe valuations are getting stretched. Pathstone...  more
First quarter 2017 <em>Market Review:</em> The beat goes on
Wall Street wisdom says you should buy on the rumor, sell on the news because anticipated results get built into a stock’s price. The reality, when it happens, is often less positive. Something like that “buy on the rumor” tenet seemed to be propelling U.S. markets...  more
<em>Capital Markets Flash Report:</em> March 2017
Wealth advisory firm Greycourt & Company reviews the returns recorded in March by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.The failure of the health insurance...  more
The importance of rebalancing
Financial experts are proponents of regular portfolio rebalancing as a necessary discipline to reduce risk. To investors it appears to flout logic to sell winners in order to buy laggards. Actually, it goes back to why and how the portfolio was set up, as Buckingham...  more
What’s in a phrase: Slogans show us how human behavior influences investment decisions
The characters that have made up the U.S. stock market over the years have created many sayings and catchphrases that distill their hard-bought wisdom. A few have made their way into the wider society—“This time it’s different” became well known after the Dot-com...  more
<em>Market Pulse Report:</em> March 2017. Fooled by averages
Investors and the financial press celebrated when the Dow charged past the 20,000 mark in January, riding a wave of post-election exuberance that added 12 percent to the large-stock average by the beginning of March. The defeat of the American Health Care Act at the...  more
<em>Tax-efficient equity investing,</em> chapter 1: The importance of tax management
Given the headwinds, it is surprising that anyone makes progress towards an investment goal. Taxes take the biggest portion of the profits, especially if they are ignored, as Timothy Atwill and his colleagues at Parametric Portfolio are well aware. “Despite the fact...  more
<em>Monthly Market Tracker:</em> February 2017
February was warmer than average, in the Northeast at least, and for many market sectors as well. In fact, REITs and the S&P 500 Stock Index were smoking, and emerging markets and world markets as a whole were close behind. Among other noteworthy data points...  more
<em>Capital Markets Flash Report:</em> February 2017
Wealth advisory firm Greycourt & Company reviews the returns recorded in February by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.The warmest February on record...  more
<em>Market Pulse Report:</em> February 2017
“Step on a crack, break your mother’s back,” the children's rhyme goes, though no one's back was ever broken as a result. On Wall Street they say “As January goes, so goes the year,” with the difference that in most years that has been what happened. Since the S&...  more
Global Real Estate Market Outlook 2017
Hurricane season is months away but CBRE Research has already issued a weather advisory for the real estate market. “At times it feels like we are being hit by gale-force winds,” CBRE Research Global Chief Economist Richard Barkham says. “All of the main real estate...  more
<em>Market Flash Report:</em> February 2017
Pathstone’s Market Flash Report compiles the recent performance of various asset class indexes and summarizes economic and market developments.Call it “the triumph of hope over experience” as applied to investing, but January was a good month in the markets. “Stocks...  more
<em>Capital Markets Flash Report:</em> January 2017
Wealth advisory firm Greycourt & Company reviews the returns recorded in January by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.Reality intruded on Wall Street’s...  more
<em>Quarterly Market Overview:</em> Q4 2016
Pathstone Federal Street’s Quarterly Market Overview compiles statistics from several sources, including Bloomberg, Morningstar, and MSCI, for asset classes, market sectors, economic trends, and hedge funds, as well as economic data.The numbers are in and they...  more
2016 Market Review and 2017 Outlook
It certainly was quite a year, not least in the markets. Consider that 2016 began with a full-scale recession panic and oil price collapse. By December 31 a relief rally had rewarded patient investors with a 12 percent gain in U.S. equities as tallied by the S&P...  more
<em>Capital Markets Flash Report:</em> December 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in December by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report. As the post-election relief rally...  more
Capital Markets Flash Report: November 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in October by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.Anticipating support for strong...  more
Massey, Quick & Company <em>Market Newsletter:</em> Third Quarter 2016
The Market Newsletter for the third quarter of 2016 reviews events and market data for the equity and fixed income markets, and for alternative investments.Looking back, the third quarter of 2016 was a sea of tranquility, especially for the perspective of the...  more
Election Flash Report
Pathstone Federal Street recommends investors take several deep breaths and don’t do anything rash now that the election is over. In this client alert, they have several recommendations, though they seem reluctant to present them as prescriptions. “Unfortunately for...  more
<em>Capital Markets Flash Report:</em> October 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in October by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.The markets last month seemed to...  more
<em>Market Flash Report:</em> October 2016
Convergent Wealth Advisors’ Market Flash Report compiles the recent performance of various asset class indexes and summarizes economic and market developments.You could say that September had its ups and downs, in the equity markets certainly, compared to the first...  more
<em>Capital Markets Flash Report:</em> September 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in September by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.“It could have been worse” may be...  more
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