THE RISK MANAGER

Advanced Thought Leadership for Your Money®

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March 16, 2020

THE ECONOMICS OF OPPORTUNITY

From February 19, 2020 to March 12, 2020, the global stock market entered bear territory in record time, and market traders have since continued to experience extreme price volatility, as the COVID-19 virus works its way around the world and...

March 13, 2020

CORRECTION TO BEAR 

We have officially moved into bear territory on the S&P 500.  As of market close today, the S&P 500 is down 26.74% from our February 19th high of 3386.15.  A bear market is defined as decline of 20% or more.  What is remarkable about this was the pac...

CORRECTION TO BEAR? 

At this writing, the U.S. has experienced a continued equity sell-off that has the S&P 500 at 2789.06, slightly over 17% off the February 19, 2020 high of 3,370.29.  Importantly, the broad index of U.S. stocks remains about 2% higher on a rolling 12...

CORRECTION OR BEAR?

At this writing, the U.S. has experienced an equity sell-off that has the S&P 500 slightly over 13% off its February 19, 2020 high. Meanwhile, US Treasury bonds have reached all-time high prices, with the 10-year Treasury bond having increased by ove...

RESPONDING TO FALLING EQUITY PRICES

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...

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THE RISK MANAGER: 2020 Economics Edition

March 16, 2020

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