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Economies and Equities

Submitted by Joseph A. Clark on Thursday, October 1, 2015 - 9:00am

When evaluating financial performance, whether of a nation’s economy or a stock, the key question is: relative to what? Focusing on a country’s or a stock’s situation is worthless without comparing it to others and to itself in the past and the future.

Rewarding Passive Investors

Submitted by Christopher Meyer on Wednesday, September 30, 2015 - 9:00am

It’s an age-old debate: Whether active or passive fund investing is the best path to success. For long-term investors, however, it’s tough to ignore evidence that suggests the passive route is the better option.

The Equity Trap

Submitted by Brenda Wenning on Thursday, September 24, 2015 - 9:00am

Given the rough time the stock market has had lately, does it make sense to overweight your portfolio with equities? No.

Down Market = Recession?

Submitted by Nicholas Atkeson and Andrew Houghton on Wednesday, September 23, 2015 - 9:00am

The old adage is that a sliding stock market anticipates a recession. Does the market’s recent rocky passage portend an economic slump? Not hardly. It pays to keep that in mind if we run into rough times for stocks ahead.

Is Your Portfolio Lopsided?

Submitted by Sterling Raskie on Thursday, September 17, 2015 - 12:00pm

The turmoil in the markets in recent weeks has demonstrated the benefits of diversifying your assets. Stocks plunged, and bonds went higher in value. But how do you figure out how well your asset mix is diversified, and not too heavy in one area – like stocks?

A New Way to Allocate Assets

Submitted by Matthew Tuttle on Wednesday, September 16, 2015 - 9:00am

Traditional equity research holds that most of a portfolio's asset allocation explain its returns: Namely, how much is in specific investment styles – small-capitalization stocks, large-cap stocks, growth stocks, value stocks, Treasury bonds, real estate investment trusts, etc. But new thinking shows that other drivers explain returns, ones that go beyond conventional asset classifications.

The Emotion-Driven Investor

Submitted by Michael B. Giammatteo on Monday, September 21, 2015 - 12:00pm

It is always best to remain objective when investing, but the ups and downs of the market can make it difficult to keep your emotions in check. This showed up with a client of mine, who had amassed a big position in faddish stocks, and needed help once they cratered.

Gauging Freedom Investing

Submitted by David John Marotta on Monday, September 14, 2015 - 9:00am

Investors who concentrate in American stocks are hobbling themselves because the U.S. ranks just 12th in the world for economic freedom. They can do better overseas in nations devoted to these freedom principals, such as limited government, the rule of law, open markets and regulatory efficiency.