Planning matters

CASH is BACK

Cash is back, maybe not to the levels seen in the 80’s, but certainly providing competition to most risk assets. Keep in mind, interest rates in many parts of the developed world remain grounded at zero, so even to have this discussion is a bit of a luxury for dollar-based investors and those domiciled in the USA.

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Exchange Traded Funds (ETFs): A Quick Primer

ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.

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In 20 Years. . .

Where would you invest monies now if you had to place a bet and open your eyes in 20 years?

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“Once in a Lifetime”1

During the August 2015 stock market selloff, the S&P 500 dropped 11% while a managed futures strategy gained 3.50%. And, during the most recent year-to-date drop in stocks, the S&P 500 declined by over 10% while managed futures rose by 7%. Strategies that are uncorrelated to stocks, such as managed futures, provide enhanced diversification benefits to a typical stock/bond asset allocation.

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