Investment Insights

Market Minute - November 9, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

Capital Gain Distributions

Mutual fund companies are starting to release their estimates for 2017 capital gains distributions.  What do investors need to know about these distributions? 

To start, what are capital gains distributions? 

Monthly Markets Memo - October 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

Equities here and abroad continued their march higher over the past month backed by strong earnings and solid economic reports.  Returns were especially strong with smaller companies who stand to benefit from potential tax reform.  The small company index, measured by the Russell 2000, was up about 4.7% over the past month.  Emerging markets also performed well, with the Emerging Market index adding about 2% over the past month. 

Market Minute - October 13, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

The behavioral aspect of finance and its potential impact on investors reaching their financial goals is an important topic to be aware of.  I’d like to spend another minute to discuss additional biases from the two categories (Cognitive and Behavioral) I introduced in my last post. 

Monthly Markets Memo - September 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

U.S. Equity indices resumed their march higher, erasing the prior month’s brief decline.  International equities joined the party but were outpaced by their U.S. counterparts.  Emerging Markets continue to impress with strong returns.  Various risks spilled over into the fixed income sector causing a short-lived flight to safety.   Investors pushed yields lower as they reacted to headline risk involving North Korea on one side of the globe and a series of hurricanes on the other.  The move in yields quickly reversed as tensions eased for a while.  

Market Minute - September 11, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

Behavioral finance introduces the idea of biases investors exhibit and how they can affect decision making.    In the previous post I discussed loss-aversion, an emotional bias whereby investors feel the pain of losses more than the pleasure of gains.  We identified how this could lead to irrational decisions to avoid taking a loss.

Monthly Markets Memo - August 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

U.S. Equity indices declined over the past month as negative headlines continued to fuel uncertainty in the U.S. markets.  Events related to healthcare legislation, geopolitical tensions on the Korean peninsula, and doubts surrounding President Trump’s agenda all contributed to the decline in U.S. equities over the past month.   Smaller company stocks were hit harder than the larger companies - more on that below. 

Monthly Markets Memo - July 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

U.S. Equity indices hit new highs this past month as stocks moved on the back of Q2 earnings.  International equities, however, led the way easily outpacing their U.S. counterparts.  Emerging Markets were especially strong, helped by a weakening dollar.  Fixed income was mixed, with higher yielding and below investment-grade issues outperforming their more conservative counter-parts.  

Market Minute - July 17, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Behavioral Finance

Traditional finance is built on the premise that investors are rational and will make optimal decisions regarding investments.  It relies heavily on financial market theories and the relationship between risk and return.  Behavioral finance, on the other hand, acknowledges that people are the ones interacting in the financial markets and may not always act rationally or make optimal decisions.  Behavioral finance introduces the idea of biases that investors exhibit and how they can affect decision making.  I find this topic very interesting and wanted to introduce it by highlighting one of these behavioral biases.  I plan on discussing others in future market minute posts.

Monthly Markets Memo - June 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

Through much of the year the international equity markets have easily outpaced the domestic U.S. equity markets.  This past month, however, saw a break in that trend with the U.S. outperforming international equities as both groups moved higher.  Despite this, both developed and emerging international equity markets are well ahead of their U.S. counterparts on a year-to-date basis.

Monthly Markets Memo - May 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

As we work our way through earnings season, companies are broadly reporting growth in both revenues and net income that is higher than what analysts expected.  Despite this positive news, investors have been reassessing their growth and inflation expectations as the feasibility of the Trump administration’s pro-growth agenda is being called into question.  This move has benefited the fixed income markets with yields declining off their recent highs.   

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