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The Overcrowded Growth Trade

Growth stocks have outperformed value stocks for the past eleven years in nearly a straight line. Most investors are now dramatically overweight growth stocks and growth sectors like technology,communications, healthcare, and consumer discretionary. Recently our investment team is now finding a record number of potential new investments that are labeled value stocks. In this article … Continue reading The Overcrowded Growth Trade

Emerging Opportunities

Times change, but thankfully for longer term investors, short-sighted fear and greed in the financial markets remain the same. 2017 was the best year for emerging market (EM) equity returns since 2009. EM was up 37%, beating domestic equities for the first time in five years. During 2017, the worst peak-to-trough decline was 5%, the … Continue reading Emerging Opportunities

Why Investors Are Focused On U.S. Equities In 2018

For many decades, a multi-asset class approach delivered superior returns with less risk.  By approximately, equally weighting the major asset classes, an investor could earn 8-9% returns with far less volatility than a portfolio comprised solely of equities.  However, in reviewing the last ten years, a simple equal weighting has failed to generate meaningful returns.  … Continue reading Why Investors Are Focused On U.S. Equities In 2018

Navigating Turbulent Waters

The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make up a smaller portion of your portfolio than U.S. stocks, international stocks or bonds. Despite this, its significance to your overall portfolio shouldn’t be ignored … Continue reading Navigating Turbulent Waters

Backdoor Roth IRAs

For middle to high income earners, there are IRS limitations on the tax benefits allowed for both Roth IRA and traditional IRA ownership. For an individual with a modified adjusted gross income (MAGI) exceeding $135,000 (single filers) and $199,000 (married joint filers), the ability to contribute to a Roth IRA is completely phased out. 1 To … Continue reading Backdoor Roth IRAs

Are We In A Trade War?

Towards the end of the first quarter, the U.S. slapped tariffs on imported steel, aluminum, solar panels and washing machines. At first it was on all countries. Then several countries were exempted. China was not exempt and responded by putting tariffs on wine and pork. Then, the U.S. announced further tariffs on a variety of … Continue reading Are We In A Trade War?