"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...
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...
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...
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.
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.read more