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Category Archives: Research
Weekly Economic Update – 7-11-2022
Economic Update 7-11-2022 On a holiday-shortened week, economic data included deceleration in some economic indicators, but not to the point of a feared slowdown as of yet. These included weaker, but still-strong showings from ISM services and JOLTs job openings, … Continue reading
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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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Tagged bps, China, Commodities, CPI, Crude oil, crude oil prices, december rate hike, DJIA, ECB, Economic, economic data, economic growth, Emerging Markets, Employment, Fed, Fed Funds rate, Federal Reserve, FOMC, FOMC minutes, Government, Inflation, interest rate, Janet Yellen, Markets, monetary policy, rate hike, rate rise, S&P 500, S&P500, unemployment rate, Yellen
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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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Tagged bear market, Bloomberg, bps, clients, disciplined, diversification, emotions, financial advisor, fully invested, investment, market corrections, Portfolio
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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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Tagged active, active management, alpha, distorted markets, downside protection, excess return, interest rates, investing, investments, market corrections, money managers, passive, passive management, passive versus active, Q/E, zero interest rate policy, zero interest rates, ZIRP
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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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Tagged bonds, correction, financial, financial advisor, investment, investment horizon, Market, market correction, Portfolio, stocks
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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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Tagged bear market, China, Commodities, corrections, Crude oil, crude oil prices, ECB, Economic, economic growth, Economic Update, Emerging Markets, Fed, Federal Reserve, Janet Yellen, LSA, market correction, market decline, Market Volatility, Portfolio, Volatility
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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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Tagged bear market, bonds, China, Commodities, crude oil prices, DJIA, Dow Jones, ECB, Economic, economic data, economic growth, Employment, market pullback, Markets, S&P 500, stocks
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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
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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Tagged 10-year Treasury, federal funds rate, forecast, interest rates, rate increases
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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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