by dkelley | Jul 10, 2018 | blog
Global Asset Allocation Views – Q3 2018 Markets have continued their wild ride in 2018 with U.S. markets gaining steam with the help of small caps. Meanwhile, international markets have been damaged by political issues, the strengthening dollar, and...
by dkelley | May 23, 2018 | blog
Making Sense of Fixed Income Investing The following are recent events that have begun to impact the bond market: Increased volatility in equities after a subdued 2017 Tightening monetary policy after years of low interest rates Fiscal stimulus (tax cuts) near the end...
by dkelley | Mar 6, 2018 | blog
Alternative Facts For many investors, there are two main asset classes that are considered for portfolio construction: Equity and Fixed Income. Equities tend to be more volatile and provide the capital appreciation investors require to compensate for risk and to...
by dkelley | Jan 12, 2018 | blog
Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year. The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China. There were only...
by dkelley | Jan 5, 2018 | blog
Managing Risk and not Returns As global equity markets continue to hit all-time highs, clients, family, and friends tend to ask the question: How is the market doing? This previous question only touches on the return factor in investment management as individuals...
