INSIGHTS
Forecasting Season
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 [...]
Back to the Future
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 [...]
Market Commentary 3Q 2015
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% [...]
Taking Paper Losses to the Bank
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 [...]
The Summer’s Most Important Investment News Story
By: Matt Garrott What is the most important story in the investment world right now? Greece? China? A Federal Reserve rate hike? The single most important story in the investment world right now is over the word ‘Fiduciary’. A Fiduciary (this word is so important that [...]
Market Commentary Q2 2015
By: Matt Garrott Returns were mixed this quarter, mostly positive for equities and negative for income-producing securities. The Barclays Aggregate Bond Index was down 1.7%. Municipal bonds lost 0.9% and TIPS dropped 1.1%. Foreign bonds declined by 1.5%. US Large Cap stocks as measured by the [...]