Is the S&P a wolf (or bear) in sheep's clothing?
Category: The Market
Here, our Investment Policy Committee shares their thoughts on the Fed's upcoming rate decision and recent market volatility.
Last week equity market volatility was very frustrating for many investors, with major US indices’ trading wildly throughout the week. We have to remain disciplined and adhere to our risk management strategy more than ever. Therefore, we will continue our disciplined approach to risk management and reduce exposure if conditions continue to deteriorate and the markets fail to hold its recent gains with any authority. Here are Jeff Ivory's comments on the volatility we are experiencing how we are preparing for the end of year.
There are some interesting things happening to JP Morgan this week. Also we look at Yahoo and Bitcoin. Check out what we're reading this week.
The market dropped through our lower risk thresholds, here is Dave Martin's update.
Last week we saw a rally in U.S. stocks and our indicators suggest that it could be fragile. Dave Martin shares his comments here.
This week I read a lot about daily fantasy sports. There's also a nice article on active vs. passive management and "securities fraud on cyber steroids."
This month we decided to increase our market exposure, here's why
This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics.
The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts.