We Should Embrace This Bull Market – But Beware the Horns • Long periods of market growth are worth celebrating, but recession is inevitable – and increasingly overdue • A historic growth period and anti-recession fiscal policy may be creating a “perfect storm” for severe recession • Although it’s tempting to go “all in” on big assets in bull markets, a more dynamic, diverse portfolio can help manage risk and volatility

         

The Rise of the Machines: Part I How Machine Learning Is Changing the Future of Investing

              Get to Know “Active Management” A Little Better Many investors don’t understand what “active management” really meansActive management involves avoiding a “buy-and-hold” strategy in favor of dynamic adjustmentEffective active management requires strategy, discipline, and a critical view of investing Many investors we meet erroneously believe that active portfolio manage

Exchange Traded Fund (ETF) Fever Is Saturating the Market with Risk (and Opportunity)