Most investors will have enjoyed the performance of most markets during the second quarter of 2019. As usual, the reader is reminded that...

Most of investors will have sighed a deep sigh of relief after Q1 2019 offered a very solid performance and after the Q4 2018 downward...

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and...

2018 has been quite a year with all sorts of political drama and with a fourth quarter performance which might have rattled the resolve...

Are you feeling stung by the markets? Well, it turns out that - while the past quarter certainly tested the resolve and the stomach of...

As we enter the new year 2019, and with US stocks having outperformed non-US stocks in recent years albeit the most recent market tremors...

After a spike in volatility in Q1 2018, markets had been benign until the beginning of October 2018. But investors' collective nerves...

Please enjoy reading our quarterly global market review by clicking the icon below. #quarterlymarketreview

Have you ever wondered what makes you as an investor truly happy? Do you believe it is always the mantra of "maximize portfolio gains"...

The second quarter of 2018 might have rattled your confidence as an investor. Increased levels of equity volatility have entered the...

From 1928–2017 the value premium [1] in the US had a positive annualized return of approximately 3.5%. [2] In seven of the last 10...

Academic research has unearthed time and again that a disciplined investment approach is the key to investor success. How do you instill...

The first quarter of 2018 might have spooked you with elevated levels of equity volatility. But putting everything into a bigger picture...

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the...

Unless you have been living under a rock recently, you are certainly more than aware of the current trade tariffs being implemented by...

Admit it! You are as enthusiastic about addressing your estate plan as you are about taking a seat at your dentist to have a root canal...

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed...

With the most recent stock market volatility spiking and the media headlines being dominated by the most recent turbulent downward trends...

2017 has generally been a quite benign year for equities. Enjoy our 2017 market review by clicking HERE!

Close followers of our blog will have noticed that the title of this post is merely a historical "market review" and certainly not a...