INSIGHTS

By: Matt Garrott “With the market in turmoil, what should I do?” During any market correction, investors often ask: “with the market in turmoil, what should I do?” This question implies that you can actually control your returns independent of the markets and that you should [...]

By: Matt Garrott What Happened in 2015 2015 was a year for the markets to catch their breath. While the US Dollar was strong for another year, stocks and bonds were largely flat. In fact, the S&P 500 ended the year with one foot in negative [...]

By: Matt Garrott As the leaves fall from the trees and the temperature starts to drop here in Cleveland, I am reminded that forecasting season is right around the corner. The same people who predicted $200+ oil, hyper-inflation, and multiple Federal Reserve rate hikes for 2015 [...]

By: Matt Garrott On October 21st, 1985, Marty McFly went back in time 30 years to escape Libyans, save Doc Brown’s life, and turn his dad from a weenie into a hero. He also wound up with a rad 4×4, but before he could take it [...]

By: Matt Garrott Equities had a difficult quarter while fixed income assets were generally up. The Barclays Aggregate Bond Index gained 1.23%, the Barclays US Municipal Index was up 1.65%, and the Barclays Global ex-US Bond Index rose 1.37%. The Barclays US TIPS Index dropped 1.15% [...]

By: Matt Garrott You are probably aware that August was an eventful month for stocks – in a bad way. The S&P 500 was down 6.03% bringing year to date returns to -2.88%. A diversified portfolio would have cushioned against the drop somewhat, but allocations to [...]