Market insights and analysis

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

4th Quarter | 2020

Market insights and analysis


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

No one thing leads to success

Watching the NFL playoff games this past weekend, I noticed the winning teams’ quarterbacks got much of the credit and much of the press. But there are 53 players on each team’s roster and many more behind them contributing to each team’s success.

Remember what the Dormouse said

One of my favorite gifts for Christmas was Haley Reinhart’s album “What’s That Sound?” Reinhart was a finalist on “American Idol” in 2011. I was repeatedly surprised while watching the show by the range and emotive power of her singing voice, and I have followed her career ever since. In recent years, she has been one of the stars of Scott Bradlee’s popular Postmodern Jukebox shows.

Understanding the ever-changing world around us

It has been an unprecedented and news-packed start to the new year. Developments last week in Washington, new COVID-related challenges, the complex and ongoing vaccine rollout, Georgia’s Senate races, the realities of implementing the Brexit deal, and the state of the U.S. jobs market and manufacturing sector are just some of the major headlines since January 1.

Are you a fox or a hedgehog in your investing?

A short fragment of poetry over 2,600 years old set the academic world ablaze when it was cited in 1951. Attributed to one of the greatest Greek poets, Archilochus of the Greek island of Paros, was this simple phrase: “Πόλλ᾽ οἶδ᾽ ἀλώπηξ, ἀλλ’ ἐχῖνος ἕν μέγα.” The fox knows many things, but the hedgehog knows one big thing.

4 unconventional ways to manage risk in your portfolios

Over the years I have written about “Plan B Investing” and “Just-In-Case Investing.” Both of these are similar but different.