Over the last few months, I’ve read multiple articles making the claim that the correlation between stocks and bonds is shifting and that the new relationship will negatively impact portfolios. One recent Bloomberg article, titled ‘Easy Allocation Models ‘Doomed’ as Diversification Breaks Down’ really set me off and caused me to take a closer look at some of these claims. The thrust of the claim is that the recent negative… Read More
Click here to view 1Q 2018 Participant Insights.
We are two months into 2018 and so far it has been just about everything that 2017 wasn’t. Higher interest rates, higher inflation expectations, more stock market volatility, new tax laws, the list goes on and on. I usually have to wait for an entire year to go by before having enough to do a full recap – this year I get to do it in the first days of… Read More
I like to think that longtime readers have picked up on my love for all things markets. I also love the movies and in honor of the Oscars last night, I thought that it would be fun to list the best (and worst) Wall Street movies of all time. To make this list even more fun, I’ve included links to trailers and clips, but I have to warn you about… Read More