Insights: Investment Management

Business Monthly: Stock Market Turbulence & 5 Steps to Weather the Storm

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 […]

River Hill Magazine: Lifecycle Target Date Funds – A useful investment tool and not a one-stop shop

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 […]

The Business Monthly – A Bond Market Bubble in the Making?

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?

River Hill Magazine: Stock Market Turmoil Presents Opportunities to Reap Tax Savings

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 […]

Turbulent Market Update from Parr Financial Solutions

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 […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox? Part III: What to Do About It

The first article in this series defined the concept of a shoebox portfolio. The second article focused on how to organize your account information. Our topic for this month is how to analyze the portfolio. The first step in the portfolio analysis process is to develop a customized investment policy statement. The statement should take […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox? Part II: Getting Organized

The first article in this series (February, 2015) defined the concept of a shoebox portfolio, identified the various effortless ways that a shoebox portfolio can be cultivated, and pointed out the pitfalls and consequences of neglecting a thorough portfolio review on a periodic basis. This article focuses on how to address the problems of a shoebox […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox?

The title of this article is an investment take on the concept of clients presenting accountants with shoeboxes full of miscellaneous “stuff” at tax time. The accountants are then given the mandate to “make order out of chaos” by sifting through the rubble and miraculously pulling the necessary tax information together in a cohesive manner. In […]

River Hill Magazine: Asset Class Correlation – A Useful Tool for Managing Investment Risk

With U.S. stock market indices at or near record highs and showing increasing signs of stress, it is an opportune time to reinforce the long-term benefits of permanently including some out-of-favor positions in your portfolio.   An investment strategy practicing broad diversification can pay-off with reduced downside volatility and lead to higher long-term returns.  A Dose […]

The Business Monthly: Lifecycle Target Date Funds – Not a Holy Grail Investment Plan

As the 40th anniversary reunion of famed comedy troupe Monty Python takes place in London this summer, it seems an appropriate time to mention a very different perceived Holy Grail of company retirement plan investing – namely “lifecycle” or  “target date” funds (TDF).  These hybrid investment products are being marketed to the masses by mutual […]