News & Insights
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Taking Excessive Risk Many investors gravitate toward investments offering the highest potential returns while ignoring the associated risks. If your investment loses 50% of its value during a bear market, it will take a gain of 100% just to return to break-even status. The goal of a well-diversified, balanced portfolio is to reduce market risk […]
Christopher Parr was quoted extensively in this article by Donald J. Korn on target-date funds strategy (or TDFs) in the September, 2016 issue of Financial Planning Magazine. Parr discusses two approaches advisers can take when using TDFs in client portfolios. “Some funds have a glide path to the date of retirement, gradually reducing exposure to stocks […]
Taking Excessive Risk Many investors gravitate toward investments offering the highest potential returns while ignoring the associated risks. If your investment loses 50% of its value during a bear market, it will take a gain of 100% just to return to break-even status. The goal of a well-diversified, balanced portfolio is to reduce market […]
Chris Parr was invited to speak to an engaged and inquisitive group at Columbia’s Vantage House on the impact of Brexit and the global outlook for interest rates and the stock market. One of the key points he made was that stock market values in the U.S. are inflated relative to economic value and that […]
The increased stock market volatility experienced to date in 2016 has been driven by a global economic slowdown leading to increased fears of a recession in the U.S. At this point, the U.S. economy does not appear likely to be on a path toward a recession in 2016. Contrary to the stock market turbulence, some […]
Lifecycle funds, also known as “target date” funds (TDF), are popular investment choices found in many company retirement plans. They are also being marketed to individual investors through mutual funds as a single, one-stop investment solution. Lifecycle funds have a simplistic concept which may not be such a bad idea. The concept is that these […]
In the world we live in today there is a specific place to keep money where it is impervious, the bank. However, your money can be kept in different accounts at the bank for different purposes. Two of the primary ways that students under the age of 16 can accumulate money in the bank are […]
Bonds can be used to diversify portfolios, reduce risk in volatile stock market. But not when interest rates rise fast. Bond market bubble in the making?
Stock Market Turmoil This has been a challenging year for stock market investors. Year-to-date through the quarter ending September 30, 2015, the total U.S. stock market was down over 6% and emerging market stocks were down over 17%! The challenges stem from a myriad of problems centered on the global impact of slowing economic growth […]
Stock market volatility this week was largely driven by fears of the impact to global markets from an economic slowdown in China. The Chinese economy is in the early stages of shifting from being manufacturing and exporting dependent to a consumer and service driven economy. This triggered the first stock market correction since 2011. A correction […]