Category Archives: Research

Chart of the Week “Historical Asset Class Performance”

As we wrap up a turbulent third quarter, it seems the year of 2015 will be defined by increased volatility and uncertainty… characteristics of investing that make diversification so important. This week’s chart ranks the yearly returns of various asset … Continue reading

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Fed Note

Fed Note: Fed policy remains at the center of investment market focus, but the October meeting wasn’t expected to be a blockbuster one.  It didn’t disappoint, as there were no changes, but did leave December open as a possibility. The FOMC … Continue reading

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Chart of the Week: The Price of Being Out of the Market

As the media bombards your clients with countless articles referencing an impending bear market (roughly 1,400 by Bloomberg in the month of August alone), your role as a financial advisor has become just as crucial as it is difficult. Of … Continue reading

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Chart of the Week: Active Management vs Passive Management during Market Corrections

Hartford Funds recently released an analysis comparing the average performance of active management versus that of passive management during each period the market corrected in the past 30 years.1 Hartford removed any index or enhanced index funds from the Morningstar … Continue reading

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Chart of the Week: Your Client’s Investment Horizon

After shedding more than 1,000 points last week, the Dow Jones opened up Monday free-falling another 1,089, spreading panic throughout markets. These kinds of corrections cannot be predicted, however they are inevitable. The last time the market corrected (defined by … Continue reading

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Special Market Commentary: Is Correction Our Direction?

SPECIAL MARKET COMMENTARY August 24, 2015 Is Correction Our Direction? Not even a week ago I started to write an article for our clients that I was going to title, “Is Flat The New Up?”  I was basing this article … Continue reading

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A Note on Current Market Volatility

Market Volatility: Market activity today has been ugly, with U.S. markets down over -5% at one point, following weak overnight results from Asia.  Local China A share markets fared much worse, losing nearly -10% on the session, wiping out this year’s … Continue reading

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FANN Radio – “Is Flat the New Up?” – 8/20/2015

Join Brad Kasper, President & CFO of LSA Portfolio Analytics, and Bud Kasper, President of Barber Financial Group, as they discuss the challenges faced after a market close that saw the S&P 500 lose over 2% and how it relates … Continue reading

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Chart of the Week: Putting the 2007 Recovery in Perspective

Entering into the 3rd quarter of 2015, the US is now 6 years removed from the trough of the 2007-09 recession. The chart above shows the progress of the subsequent recovery over those 6 years, and compares it relative to … Continue reading

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Chart of the Week: Predicting Rate Changes

Chart of the Week: Predicting Rate Changes Click picture to enlarge This week’s chart shows just how difficult it is to predict rate changes. The black lines represent five quarters of median forecasts of the yield on the 10-year U.S. … Continue reading

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Fed Note

Fed Note: The FOMC meeting ended today and resulted in no policy changes, as expected.  The meeting was a ‘lighter’ version than normal, meaning there wasn’t a Q&A at the end and the other bells and whistles that accompany major … Continue reading

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What’s Happening in China?

If you or your clients are unsure what to think of China’s recent 30% stock market plunge, Economist Brian Wesbury does a good job of explaining what is happening in his new video Wesbury 101: China Crisis: Whaddaboutit! You can … Continue reading

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