Midterm elections to bring investors trick or treat?
The U.S. congressional midterm elections roll around every four years, inviting plenty of speculation about how the outcome will affect markets — possibly delighting or spooking investors. Rather than play along with pundits’ political guts, we prefer to take a...
Stock tumult in Q4 2018
Asset classes are springing leaks at a rapid rate in the 4th quarter of 2018. In particular, global stock markets suddenly cast aside their complacency and sold off sharply with cascading events Oct. 10-11. Major U.S. indexes were down approximately -5.0% over those...
2018: Bond Discontent
2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
The basics of multi-factor investing
I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P...
Help clients leverage real estate’s investment clout and tax advantages – FinancialPlanning.com
When Charles Paikert of Financial-Planning.com explored aspects of real estate investment to minimize taxes, he contacted Cardan Partners co-founding parter Marti Awad for perspective. From Mr. Paikert’s report: “With interest rates at extraordinary lows...INVE$TOR HAIKU
Do you haiku? We do — and we’ve started sharing our incredibly witty poetry on Twitter under the name @InvestorHaiku. Follow for a laugh — and please tweet your Finance/Economic themed verses of 5-7-5 our way.