KnowRisk® Reports

It’s A (Not So) Small World, After All

It’s A (Not So) Small World, After All The iconic Sherman brother’s song written for Walt Disney for the 1964

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Return-Free Risk

Return-Free Risk THE LONG-TERM BOND MARKET Government bonds represent one of the oldest forms of financial securities. In the 17th

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Dynamic Risk Management

Dynamic Risk Management GRATHAM’S CAUTIOUS OUTLOOK Jeremy Grantham is one of the current asset allocation gurus on Wall Street. He

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Ike’s Warning Revisited

Ike’s Warning Revisited On the 50th anniversary of President Eisenhower’s farewell address, his thoughts on the “military-industrial complex” still resonate

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Play Your CARDs Right

Play Your CARDs Right Correlation Asset Allocation Rebalancing Reduces Risk Diversification If you play your cards right, things are going to happen in the long run. In the short run, it is  anybody's guess. – Ron Livingston,

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Recognizing an Inflection Point (When You See One)

Recognizing an Inflection Point (When You See One) "Those that fail to learn from history, are doomed to repeat it"

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Economic Indicators

Economic Indicators Financial SignpostsAn economic indicator is simply any economic statistic, such as the unemployment rate, Gross Domestic Product, or

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Commodities

Commodities Additional Diversification for an Investment Portfolio In the past, the mere mention of “investing in commodities” conjured up images

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Macroeconomics: The world economy

Macroeconomics: The world economy mac·ro·ec·o·nom·ics (mak-roh-ek-uh-nom-iks) –noun (used with a singular verb) “The branch of economics dealing with the broad

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Portfolio Diversification

Portfolio Diversification The Role of Asset Allocation What is Asset Allocation? The asset-allocation decision is one of the most important

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Investor Behavior

Investor Behavior Seeing is believing… or is it? The graphic below is an illusion. When you look at the graphic

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Out of the Comfort Zone

Out of the Comfort Zone Fear and Contrarian Investing in Uncertain Times You may have found in recent months that

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Indexes

Indexes This month's KnowRisk topic may, at first, seem very simple. After all, even the most inexperienced investor knows what

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Downturns and Recoveries

Downturns and Recoveries This edition of Equitas' KnowRisk series is focused on the history of stock market downturns, as well

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Historical Perspectives

Historical Perspectives When the Levee Breaks: How history can help us understand the recent stock market crash The chart above,

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Inflation

Inflation This month, Equitas' KnowRisk is dedicated to a discussion of inflation. In these uncertain times for investors, it is

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Risk and Volatility

Risk and Volatility KnowRisk is focusing on the closely interconnected concepts of risk and volatility this month. Risks come in

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International Investing

International Investing This month, the KnowRisk series turns its attention to the subject of international investing. As the economies of

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Long-Term Investment Performance

Long-Term Investment Performance Measuring Long-Term Market PerformanceBasic statistical analysis of historical asset returns can reveal the growth rate of wealth

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