The Great Divide – Passive vs. Active A Market with FANGSA recent Wall Street Journal article addressed the significant change

Sovereign Wealth Funds and Declining Markets Investors are facing stiff challenges as 2016 opened with a bang. Actually, more like

Pessimism Is Popular An explosion rocks the Syrian city of Kobane during a reported suicide car bombing by the Islamic

Greece and its Modern Day Trojan Horse The past 5 years have presented themselves with turmoil for Greece as it

Is it Euro € Time? Many US investors have avoided European markets over the last several years as US markets

Invest Long Term – Speculate Short Term “The only function of economic forecasting is to make astrology look respectable.” –

Behavioral Finance For most researchers working in neuroscience, the Holy Grail is to discover how to regenerate the neurons of

Buy Low, Sell High (The Value Style of Investing) or Buy High, Sell Higher? (The Growth Style of Investing) “The

The Fed Foreccast What will interest rates do? Who really knows? The answer to that question is important to the

Deep Dive: Floating Rate Bank Loan Funds Floating Rate Bank Loan Funds
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Back in the USA As a proud member of the Baby Boomer generation, I can remember the surprise when the

The Working Retired One day retirement wealth will be important - at least to those of us still kicking. The

The Warning Label  INVESTMENT GENERAL’S WARNING:Bonds may come with significant risk of rising rates, loss of purchasing power, and inflation It

An Interest in Dividends THE CASE FOR DIVIDENDS “Do you know the only thing that gives me pleasure?” oil magnate

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

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

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

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

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,

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

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

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

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

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

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

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

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

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

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

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

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

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

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