Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

1st Quarter | 2021

Market insights and analysis

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Updates on how dynamic, risk-managed investment solutions are performing in the current market environment.

When you go to a restaurant (remember those?), you know if you had a good meal. And you know if the service is above average and deserving of a larger tip than usual. Your five senses give you all the answers. But what about your investment manager? How do you know if he or she or they are doing a good job of managing your investments for you? The easy answer is, “Look at their performance.”

Que será, será: Terrible investing advice

Doris Day, a top box-office draw of the 1950s and early ’60s, has always been one of my favorite entertainers.

The major stock market indexes finished lower last week. The Dow Jones Industrial Average lost 0.5%, the S&P 500 Index slipped 0.7%, the NASDAQ Composite fell 0.8%, and the Russell 2000 small-capitalization index tumbled 2.8%. The 10-year Treasury bond yield rose 10 basis points to 1.727%, sending bonds lower for the week despite a late-week rally. Last week, spot gold closed at $1,745.23, up $18.12 per ounce, or 1.1%.

Why dynamic risk management is right for investor portfolios

Since I began investing in the late 1960s, I have always been in the active investing camp. When I started Flexible Plan Investments, Ltd., in 1981, the only investment services we offered were active management (and that is still true today). I thought an investment manager should be “flexible” rather than locked into a rigid buy-and-hold approach.

The major stock market indexes tumbled last week. The Dow Jones Industrial Average lost 1.8%, the S&P 500 Index declined 2.5%, the NASDAQ Composite fell 4.9%, and the Russell 2000 small-capitalization index dipped 2.9%. The 10-year Treasury bond yield rose 6 basis points to 1.405%, as its price weakened. Spot gold closed the week at $1,734.04, down $50.21 per ounce, or 2.8%.