Why We Can't Get Complacent After a Dull Summer in the Markets

Why We Can't Get Complacent After a Dull Summer in the Markets

Since the minor turbulence we experienced after Britain abruptly decided to leave the European Union, the markets were quite calm this summer. The S&P 500 is up 5.67% year to date, and even went over 50 consecutive trading sessions without a decline of more than 1%.

What the Brexit Means for Your Portfolio

What the Brexit Means for Your Portfolio

If you’ve been wondering where the next market shockwave might come from, I think you now have your answer. Last week, Britain voted in a referendum to leave the European Union – a move termed “Brexit” by worldwide media. The outcome of the vote came as a surprise to just about everyone. L

How Foreign Exchange is Affecting the Markets

How Foreign Exchange is Affecting the Markets

2016 has been a tumultuous ride for stocks thus far. The S&P 500 started the year down over 10% through the first six weeks of the year, as persistently low oil prices and concerns about China’s sputtering economy struck fear throughout the markets. Since then, strong economic data in the U.S. has helped stage an impressive comeback, and to date the index has rebounded right back to where it opened the year.

Three Investing Themes For 2016

Three Investing Themes For 2016

Hello and happy new year! As we close the books on 2015, we leave behind a year of stagnant equity returns, a rout in energy prices, and the first rise in short term interest rates in over eight years.

Today investors find themselves in a precarious situation, with stock markets hovering near all-time highs and interest rates poised to rise. From my perspective there are three main themes investors should address as we head into 2016: valuation “dissonance” between domestic and international stocks, weakness in oil prices, and vulnerability in the high yield bond market.

As always, Investment Insights will attempt to filter through these issues and provide actionable, data driven analysis and guidance.