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The Impact of Interest Rates on Bond Funds ...
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Ode on Another Financial Crisis Keats’ famous line of inquiry is directe...
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Breaking Down Your Financial Future Money is an asset with decreasing utilit...
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Understanding and Appropriately Sizing Your Investment In this clip from Trend Following with M...
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The Impact of Interest Rates on Bond Funds

"Low risk" bonds have provided a safe haven for a generation of mutual fund investors. However, as interest rates continue towards historic lows, questions are beginning to mount about how these fund might perform in the wake of a new normal...

 

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Financial Consumerism

 

Almost everything written by investment managers is the industry's capitulation to a consumerist culture where the primary goal is to scratch where the consumer istches. But at the end of the day, your investment returns will rarely correspond with whatever itch the market perceives should be scratched. 

Consumerism asserts that people want what they want and get what they want, for a price. But to position financial advice within this consumerist, give-them-what-they-want framework is the same as inviting the surgical patient to direct the surgery, or the passenger in seat 24B to go to the cockpit and navigate the jet...

 

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The Speed of Retirement

The steps to a financially successful retirement are well- documented, however not everyone has the 40-year time horizon to see the plan grow to fruition...

 

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The Persistence of Kurtosis

Fat tails, the age old tendency of freely-traded markets to move radically is discussed in this article by Rob Matthews. His statistical autopsy of hundreds of markets over any conceivable time-frame leaves little doubt that this recurrent phenomenon has been the hallmark inefficiency of financial markets.

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High vs. Low Volatility Strategies: A Different View of Risk

As featured in the May 2014 edition of Futures Magazine, co-founder Scot Billington details an important distinction between volatility and risk. In this article he sets forth a compelling comparison of the effects of high vs. low volatility investments, and presents an alternative lens through which to view and control portfolio risk.

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