Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right, including: The world's biggest economy, the US, has been recovering. Unemployment has halved in six years from 10% to 5%. (1) Over the last 25 years, 2 billion people globally have moved out of extreme poverty, according to the latest United Nations … [Read more...] about Ten Reasons to be Cheerful
Opportunities Amid Dislocation
By Anthony Tanner, CFA SWP Guest Contributor We see great potential opportunities in the high-yield corporate bond sector for the following reasons: High-yield bonds provide much higher income in the short-term, and greater potential total returns long-term, derived from the more reliable stream of income rather than uncertain and volatile market appreciation/ capital gains. They've cheapened along with the equity markets, and now offers attractive high single digit return prospects. The … [Read more...] about Opportunities Amid Dislocation
October 2014 Client Update
Dear Clients: In time for Halloween, the markets have been scaring the pants off of investors. Indeed, we face daunting issues: Ebola, ISIS, Russian expansion, deflation in Europe, falling commodity prices. But if today's headlines are robbing you of sleep, rest eas{ier} when it comes to your portfolio: Historically, the best time of the year to be invested is between November 1 and April 30, and indicators point to a good season ahead. More on the markets, the gas pump and the papers in the … [Read more...] about October 2014 Client Update