INSIGHTS

By: Matt Garrott Bathed in the cold incandescent of my refrigerator’s light, I stared vacantly at my sparse options. Condiments, beer, a block of cheese… My stomach growled in hunger. Aha! What’s this? Leftover sushi from … probably not too long ago, right? I did a [...]

By: Mark Weiskind I sit here on this early March 2015 day, a day where the Nasdaq briefly broke the 5,000 level for the first time since 2000. It brings me back to memories of conversations I had with clients and friends in the late 1990s, [...]

By: Matt Garrott After the run up in the US stock markets, more and more people are asking why anyone would want to invest anywhere else. The world is falling apart and the US is the ‘least dirty shirt’ or the ‘best house in a bad [...]

By: Dan Gaugler We talk frequently about the ongoing Active vs. Passive debate. Of course, we are among the silent majority who believe in the Passive/Index approach. And the facts over the past 40 years support that view. The case first argued by John Bogle in [...]

By: Matt Garrott The US Dollar reigned supreme in 2014, driving commodities down (-17.01%) and dampening returns for foreign denominated asset classes such as foreign bonds (-2.77%), developed market stocks (-4.90%), and emerging markets stocks (-2.19%). Domestic large cap stocks had another strong year, up 13.69%. [...]

By: Matt Garrott December is home to many seasons – the holiday season, shopping season, skiing season, and cold/flu season. One of my favorite seasons, though, is forecasting season. At the end of every year, investment firms feel compelled to make predictions about the market environment [...]