Flagship Blog

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom, rooted in the core values...

December 2nd Weekly Market Update Stock market investors should be rooting for low single-digit economic growth next year — and the reason why has nothing to do with the Federal Reserve (Fed).  We forecast a low double-digit gain of 10 – 15% for U.S. stocks in 2014,...

November 11th Weekly Market Update Decades of behavioral research suggest investors chase returns. In other words, they sell one investment to buy another that has performed better on the hope that it will continue to do so. Although this behavior is known to be very...

November 4th Weekly Market Update Last week marked that special time of year when the World Series brings together two great teams. A three-run double on a hit to the Green Monster off the sweet spot of the bat of Shane Victorino helped the Boston Red Sox emerge...

October 28th Weekly Market Update Five years ago, the phrase “the new normal” began to be coined to describe the investment environment of the years that were to follow. Prognosticators claimed the new normal of the future was likely to include a lowered living...