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Fiduciary Responsibility, Know Your Customer, Focus on Suitability: How Advisors Can Act in Their Clients’ Best Interests When It Matters Most

  • Eric Clark, Portfolio Manager
  • March 24, 2023
  • 4 views
  • 5 minute read

Helping Investors Thrive: Focusing on What We Can Control

  • March 16, 2023

Regime Changes Require Portfolio Changes

  • March 9, 2023


Latest News
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How to Play Offense & Defense in a Portfolio: Part 1 – Defense

  • Eric Clark, Portfolio Manager
  • March 30, 2023
I wanted to do a two-part series, one focused on the benefits of holding defensive business models that tend to perform well in more difficult economic periods, and one focused on playing…
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  • 4 views
  • 5 minute read
  • Economic Insights
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Fiduciary Responsibility, Know Your Customer, Focus on Suitability: How Advisors Can Act in Their Clients’ Best Interests When It Matters Most

  • Eric Clark, Portfolio Manager
  • March 24, 2023
Investors and advisors have a lot on their plates these days and keeping clients engaged while helping them protect themselves and sleep at night is as difficult as it’s ever been. I thought I…
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  • 14 views
  • 4 minute read
  • Commodity & Infrastructure Insights
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The Coming Squeeze On Bank Deposit Rates

  • Simon Lack, Portfolio Manager
  • March 23, 2023
Since Quantitative Easing (QE) was first unleashed in the 2008 Great Financial Crisis (GFC), the Fed has generally found it easier to grow its balance sheet than shrink it. Their huge bond…
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  • 18 views
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Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense

  • Michael Schoonover, COO & Portfolio Manager
  • March 20, 2023
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in…
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  • 349 views
  • 6 minute read
  • Economic Insights
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Helping Investors Thrive: Focusing on What We Can Control

  • Eric Clark, Portfolio Manager
  • March 16, 2023
In my 30-year career working in financial services, I have been a Financial Advisor, a professional trader, and a long-term investor of iconic brands (along with a host of other roles in the…
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  • 117 views
  • 4 minute read
  • Market Trends & Outlook

February HANDLS Market Recap: Back to Earth

  • David Cohen
  • March 16, 2023
After a strong rally in January, both equity and fixed income markets took it on the chin in February. The Core Large Cap Equity category returned -4.0% as the Federal Reserve’s monetary…
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  • 113 views
  • 7 minute read
  • Market Trends & Outlook

Buffett On Buybacks

  • Lance Roberts, Chief Investment Strategist, RIA Advisors
  • March 14, 2023
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.
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  • 79 views
  • 3 minute read
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The Fed Pivots To Financial Stability

  • Simon Lack, Portfolio Manager
  • March 13, 2023
Commercial banks have long benefited from depositor lethargy regarding rates. Although we now have a de facto guarantee of all commercial banking deposits, not just those up to the $250K…
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  • 406 views
  • 7 minute read
  • Economic Insights
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Regime Changes Require Portfolio Changes

  • Eric Clark, Portfolio Manager
  • March 9, 2023
In the "return generation business", institutional investors have a big edge over retail investors. The WHY is what's most important: institutional investors have access to the smartest asset…
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  • 92 views
  • 5 minute read
  • Market Trends & Outlook

Speak Loudly Because You Carry A Small Stick

  • Lance Roberts, Chief Investment Strategist, RIA Advisors
  • March 8, 2023
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If Jerome Powell cared for our advice, we would tell him to take the…
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  • 187 views
  • 3 minute read
  • Economic Insights
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How the Yield Curve Predicts Market Volatility

  • Joe Tigay, Portfolio Manager
  • March 7, 2023
The 3-month and 30-year yield curve can provide valuable insights into the state of the economy and future market volatility. By paying attention to the shape of the yield curve, investors can…
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  • 68 views
  • 3 minute read
  • Commodity & Infrastructure Insights

Americans Work More Remotely

  • Simon Lack, Portfolio Manager
  • March 6, 2023
Real estate investors are keenly attuned to the Fed’s efforts to curb inflation. The Vanguard Real Estate Index Fund (VNQ) is down 18% over the past year, lagging the S&P500 which is –6% and…
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