Market Updates
Weekly Financial Insights Blog

Active Versus Passive – Understanding the Debate: Part 2 Passive Investing

In this next post, I’m going to focus on passive investments and passive investing. If it looks like I just repeated myself, I didn’t. Passive investments are much different than following a passive investment strategy for portfolio management. As a reminder, a passive investment is a style of m[...]

MORE

Active Versus Passive – Understanding the Debate

“Active is better than passive.” “Passive is better than active.” “Both approaches work.” If you’re not quite sure you understand what those statements mean (or why you should care), don’t worry, you’re not alone. Before I get too far into the discussion, I want to highlight[...]

MORE

The Anticipated Market Correction

The most anticipated market correction in a long time is finally here. It's been over 3 years since the last correction (a decline of 10% or more). The stock market decline that began in emerging markets has begun to move onshore and headlines are indicating the end of the world and reminding us of [...]

MORE

Asset Allocation: Global Markets Considerations

I’m posting a video blog today discussing asset allocation and especially how the global markets affect how we allocate our portfolios.

MORE

Dog Days

This morning, as I was driving in to work, I heard that we are going to break the second longest streak of 80+ degree days today, as the high temperature is expected to be 79 degrees. How long was this streak? 17 days. For many of you reading this in places south and southwest, I am sure you can’t[...]

MORE

Why investors should be excited about interest rates going up and updates on alternative investments and market valuations.

I decided to switch up the medium of my blog this morning and deliver it in video format. I hope you enjoy the change of pace. For more information on rising interest rates see the Milwaukee Journal Sentinel article “Reasons for bond investors to cheer rising interest rates.”

MORE

As Easy as Riding a Bike!

Remember when you learned to ride a bike? Or perhaps more recently, you’ve taught someone to ride as I have my son. We both felt trepidation over when I should let go. You get so caught up in making sure that the person you are teaching is safe from a fall that you may forget that you have to let [...]

MORE

Yields Skyrocket! Really?

It is hard to pick up a paper, read an investment blog (mine excluded), or listen to a financial news program without hearing about the global bond market rout. Yields (interest rates) on government bonds in the U.S. and Europe have been on the rise and the financial media is trying to whip everyone[...]

MORE

Car Nut

I love cars, both new and old. I like to drive them, talk about them, watch them race and just about anything involving them. I also think cars can tell us a lot about people, investors and the economy. Last week, the monthly auto sales data were released and there were some interesting trends that [...]

MORE

Good Things to Life

Last Thursday, General Electric announced that they were selling a $26 billion real estate portfolio and substantially reducing the size of their financing arm, GE Capital. The only portion of the business being retained will be that which sustains GE’s manufacturing businesses. In addition, they [...]

MORE