One of the peculiarities of this rate-cutting cycle—recall that the Federal Reserve slashed interest rates by 50 basis points in September—is that it comes at a time of full...
An Equity Strategy Built for Election Uncertainty As the momentous elections on November 5 approach, the financial media will be replete with advice on how investors should...
The Potential Charm of Short-Selling We know that holding a portfolio of attractive stocks has been a successful long-term strategy to build wealth. Such assets tend to appreciate...
An All-Weather Equity Strategy The stock market has been on a tear recently, which makes this an opportune time to curb your enthusiasm, take a step back and consider whether your...
A Golden Age for Investment in Alternatives It’s only April, yet many of the prognostications for 2024 by market strategists are already looking rather foolish. The economy is...
Is it Time for Value Stocks to Take the Stage? Without question, the predominant market story of 2023 was the blistering rise of mega-cap technology stocks. The so-called...
Why Long/Short Funds Make Sense in a Volatile Market We know that holding a diversified basket of equities has rewarded patient investors over most extended time periods with some...
The Birth and Evolution of Value Investing The investment world often seems to be hung up on a putative dichotomy between value and growth stocks. Mutual funds are labeled...
Investors can easily follow their portfolios' returns by studying monthly or quarterly performance. Assessing and managing risk in a portfolio can be a bigger challenge but is...
