Look Out! Predictions Ahead!
On the heels of last year’s double-digit stock market losses and the worst year for bonds since 1792 (you read that correctly, seventeen ninety-two) one…
Capital Gain Distributions in a Down Year
It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the…
Active Investing Strikes (Out) Again
At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market…
Globally Diversified Investing: Down, But Not Out
It has been a tough year to be an investor, with nearly every asset class around the world taking its lumps. With a globally diversified,…
What Can We Do About Inflation?
With the recent increase in inflation, you may already be adjusting some of your spending habits to offset the higher prices on goods and services….
Webinar Recording: Optimism During Turbulent Times
These are tumultuous times for investors, with stock and bond markets both down for the year. In this 45-minute webinar, Dougal Williams, CFA and Chris…