This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond …
As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned …
As Mike Booker mentioned in the Q4 newsletter, we think bonds still deserve a place in most portfolios. After all, bonds are ultimately one of the greatest diversifiers an investor …
After a year like 2013 stocks deserve a little breather, and that’s exactly what they got in January. Stocks (S&P 500) ended the month down -3.5%, while bonds (Barclays Aggregate …
Q4 2013 Newsletter from Financial Synergies Asset Management, Inc
“Low for Longer” is Blackrock’s investment theme heading in to 2014. The Low for Longer tag line is their way of expressing a forecast of tepid economic growth, easy monetary …
For the same reason we liquidated our position in TIPS (Treasury Inflation Protected Securities) earlier this year, we’ve made a change in the commodities category. You might be asking yourself, …
Much of our latest due diligence and fund research has focused on bonds, and that research recently led us to make a fairly dramatic change to our clients’ bond allocations. …
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