Former Secretary of Defense Donald Rumsfeld famously said about national security intelligence: “There are known knowns.…
Markets
Markets wobble as the recovery persists: Reflections for third quarter 2021
After a strong first half of the year, global stock markets experienced volatility in the third quarter and finished the…
How reliable are trends?
As investors, it’s natural to obsess over the issues of the day — whether that be inflation reports, stimulus packages o…
Information overload
I grew up on a dairy farm in Wisconsin before the advent of the internet and cable TV. We received a local daily newspap…
Mid-year investment outlook with Liz Ann Sonders (Video)
We’re halfway through 2021. What can you expect next? How will the market behave? In this recorded Q&A discussion, C…
The false promise of changing course
One of the fundamental guideposts in managing assets in order to try to maximize value is “stay the course.” It sounds b…
The reopening spark: Market reflections for second quarter 2021
This article was co-authored by Kevin Calhoun, CFA®, Investment Associate. In the second quarter of 2021, the domestic e…
Asset allocation vs investment selection: What’s cooking?
Asset allocation is a vital piece of an investment portfolio. It drives an investor’s potential risk and return possibil…
Inflated expectations?
“Inflation is when you pay 15 dollars for the 10-dollar haircut you used to get for five dollars when you had hair.” — …
The role of bonds in a low-interest environment
Stocks routinely receive all the attention from the media and investors. They’re often portrayed as sexy and fun, while …