My Portfolio Isn’t Beating the Market: Should It?

August 16, 2019

Brad here. Today's post features an interesting discussion on how to measure portfolio performance. It was written by Brian Glazer, a senior investment consultant on our Investment Consulting Services team. Take it away, Brian.

Continue reading → Leave a comment

More Market Turbulence: No Surprise Here

August 15, 2019

Yesterday, we saw the largest stock market drop of the year. The Dow Jones Industrial Average was down more than 800 points (over 3 percent), an even bigger decline than we saw earlier this month. Plus, we are on track for the worst week of the year. It is a tough time for markets, and investors are worried. But should they be?

Continue reading → Leave a comment

Playing the Long Game: Investor Expectations Vs. Results

August 14, 2019

Brad here. Today's post on playing the long game of investing (and golf) comes to you from Mick Comiskey, an investment risk analyst on our Investment Management and Research team. Take it away, Mick. 

In many aspects of life, if your expectations exceed the range of possibilities, you will be disappointed. This axiom is devastatingly true when it comes to investing—and infuriatingly true in the game of golf. The extended bull market in the U.S. has led to a widening gap between investor and advisor market expectations. A similar gap exists between the weekend golfer playing friends for lunch and the PGA Tour pro playing for a casual million dollars.

Continue reading → Leave a comment

Don’t Miss the Green: Inflation and Your Portfolio

August 13, 2019

Brad here. Today's look at inflation and your portfolio is brought to you by Rob Swanke, a fixed income analyst on our Investment Management and Research team. Take it away, Rob.

Continue reading → Leave a comment

Measuring the Market Fear Factor

August 9, 2019

Brad here. Today’s post is brought to you by Andrew Kitchings, a portfolio manager on our Investment Management and Research team. Over to you, Andrew.

Much of the media coverage surrounding markets relates to emotions. When the market rises, we read about the excitement. When the market declines, we hear how investors are worried. This commentary can be very evocative, but it is not very useful. What does it even mean when the market is “scared”?

Continue reading → Leave a comment

Could Facebook’s Libra Be a Game Changer?

August 8, 2019

Brad here. Today’s post comes from Chris Stuart, a senior investment research analyst on our Investment Management and Research team. Over to you, Chris.

Continue reading → Leave a comment

Inverted Yield Curve: What Does It Mean for Bonds?

August 7, 2019

Brad here. Today, we have a detailed look at what an inverted yield curve might mean for bonds from one of our great investment analysts, Nicholas Follett. Enjoy!

Continue reading → Leave a comment

Upcoming Appearances

Tune in to CNBC's The Exchange on Thursday, August 22, between 12:45 and 2:00 P.M. ET to hear Brad talk about the market. Exact interview time will be updated once confirmed. Check local listings for availability.

 

Subscribe via E-mail

Crash-Test Investing
Commonwealth Independent Advisor

Hot Topics

Have a Question?

New Call-to-action

Conversations

Archives

Subscribe

Disclosure

The information on this website is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks. All indices are unmanaged and investors cannot invest directly into an index.

The MSCI EAFE Index (Europe, Australasia, Far East) is a free float‐adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada. The MSCI EAFE Index consists of 21 developed market country indices.  

Third party links are provided to you as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Information on such sites, including third party links contained within, should not be construed as an endorsement or adoption by Commonwealth of any kind. You should consult with a financial advisor regarding your specific situation.

Member FINRASIPC

Please review our Terms of Use

Commonwealth Financial Network®