Our Perspective: On the Trade Dispute Between the U.S. and China

In view of recent developments, we want to provide an update on trade negotiations between the U.S. and China. What Has Happened? The disagreement in trade policy and practice between the two global economic giants had recently occupied a calmer plane. But tensions resurfaced last week when the U.S. announced that it would increase tariffs | Read More +

Our Perspective: On Recent Market Volatility

What has happened? On Monday, the S&P 500 Index declined 2.1%, following a 1.9% slide on Friday, bringing it down 13.0% from its all-time high in late September.  International equity markets have declined as well during the same time period, but to a lesser extent relative to U.S. markets.  International developed and emerging markets have | Read More +

Our Perspective: The Wall Street Journal on The Importance of Global Diversification

The Wall Street Journal recently published an article by noted columnist Jason Zweig titled “The ‘Dumb’ Money Is Bailing on U.S. Stocks. That’s Smart. ” We want to call your attention to it, because, in our opinion, it deftly demonstrates the importance of global diversification, particularly when an individual market has demonstrated an extended period of out | Read More +

Our Perspective: The Value of Independence

Click here to print a PDF version of this post. Last week The Wall Street Journal reported that the probe into how Wells Fargo has systemically misled clients now extends to practices in its wealth management division.  Bloomberg recently reported that J.P. Morgan’s “failure to properly inform some…clients about conflicts of interest has resulted in a record $30 million | Read More +

Our Perspective: Geopolitical Conflict and Market Movement

Although stock markets have moved higher since the U.S. presidential election, the growing number of headlines focused on unrest in places like Syria and North Korea has some investors thinking they should head to the sidelines with their equity exposure.  Nobody enjoys rising volatility, but trying to time the markets’ reaction to geo-political events is | Read More +