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It’s REALLY Complicated

November 16th, 2016  | by William Spitz

Several months ago, we published a paper called “It’s Complicated” that concluded with the following paragraph: Understanding and accepting the complex nature of politics and economics should help us both emotionally and financially. First, a key lesson is that one should not overreact to headlines because the ultimate implications of a given event are never…

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Investment Team Third Quarter Update

October 18th, 2016  | by R. Samuel Fraundorf & Jason Lioon

With 9 ½ months in the books, 2016 has been a relatively good year for investors. Climbing the proverbial “wall of worry,” global equities have overcome a difficult start to the year (remember that the S&P 500 was down 5% in January) to post solid results. In just the third quarter, global equity markets rose…

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