Advanced Thought Leadership for Your Money®

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The recent market pull back has the S&P 500 off 6.91% from top to bottom, yet the broad U.S. stock index remains higher by 2.05% for 2018.

Rising long-term interest rates has increased corporate borrowing costs, and indicate a U.S. rec...

Improving Risk/Reward Balance in Portfolios

Primary Global Economic Risks

The Federal Reserve Board (Fed) has three primary objectives: 1) maximize employment, 2) stabilize prices, and 3) moderate long-term interest rates.  In general terms, the Fed is currently achieving its goals, though it may do so only in th...

Fall/Winter 2015 Edition



Take the Day off and Aggregate


Aaron Kolkman, CFP®, AAMS®

Troy Noor, CFP®, CFA 


To appreciate the value of aggregate Mean Variance Optimization (MVO), the investor must first recognize that the vast majority of portfolio theory achievements (an...

Summer 2015 Edition



MVO Part II: A Tale of Two Portfolios

MVO Part III: Getting the Score 


Aaron Kolkman, CFP®, AAMS®

Troy Noor, CFP®, CFA 


To revisit Part I of this Series (Q1, 2015) on Mean Variance Optimization (MVO), recall that using Sharpe Ratios can provide a com...

Spring 2015 Edition



Measuring Aggregate Risk


Aaron Kolkman, CFP®, AAMS®

Troy Noor, CFP®, CFA


In the 1950s, Professor Harry Markowitz of the City University of New York developed an approach to investment analysis that has become known as Modern Portfolio Theory (MPT)....

Winter 2015 Edition



A March Back to Bonds

Post-QE Fixed Income Investing


Troy Noor, CFP®, CFA

Aaron Kolkman, CFP®, AAMS®


From December 2008 to October, 2014, the Federal Reserve System (Fed) moved through three rounds of Quantitative Easing (QE) designed to expand mone...

December, 2014

Special Edition




The Year 2015 In Review


Aaron Kolkman, CFP®, AAMS®

Troy Noor, CFP®, CFA


Ever wonder what the economic landscape will look like in a year?  If we could (and to be clear, we cannot), here is a summary dialogue we may have with investors a...

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October 11, 2018

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December 8, 2015

December 8, 2015

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