Investment Strategies

Historical Returns – What’s In and What’s Out

When investing, we certainly take into consideration economic conditions and the political landscape, however, our Historical Returns Chart reminds us why we maintain a long-term investment perspective. Over the past 15…

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What Are Investors Up To?

Individual investors continue to move out of stock and stock funds  and are now heavily underweight equities in favor of bonds according to the American Association of Individual Investors.  Allocations…

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Is The Bond Tide Turning?

For the first time in nearly two years, fixed income mutual funds experienced a net outflow.  In the two weeks ending November 24th, bond funds recorded outflows of roughly $6…

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Mid-terms and Uncertainty

Barry Glassman joins Congressman Paul Ryan and Greg Valliere, Chief Political Strategist as they debate the changes that could happen in the upcoming election, the expiration of the Bush tax…

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Global Equities Rise as Bond Yields Sink

Over the past several months, bond and equity markets have been on starkly divergent paths.  Investors are growing increasingly concerned that perhaps the bond market knows something that the stock…

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