Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO A Riddle and Its Solution We have witnessed another strong quarter for equities, across much of the world. In times like these, it is natural to wonder why we have anything in our portfolio except equities. In this spirit, I wanted to use
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Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Whereas US financial markets dominated much of the world this past year, international ones—both developed and emerging—have begun to prove more promising than the US. Indeed, while the SP500 garnered a healthy return of over 5% through 4/21 (year-to-date), developed International markets, as
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Final Projection: Hillary Clinton Will Win 323 Electoral Votes” Headline Princeton Election Consortium “Polls and Early Vote Show Hillary Poised for Victory” Headline US News “I do not believe the Brexit will happen” Gideon Rachman, Financial Times “”I’m confident that as
Read More...Dylan B. Minor PhD, MS CFP®, ChFC, CLU Chief Strategist and CIO “Everyday Americans need a champion. I want to be that champion!” Hillary Clinton “Let’s make America great again!” Donald Trump Have you ever wondered where the symbols for the Democratic and Republican parties came from? According to Wikipedia.com, the Democratic donkey comes from
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “I can never suppose this country so far lost to all ideas of self-importance as to be willing to grant America independence; if that could ever be adopted I shall despair of this country being ever preserved from a state of
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA Chief Strategist and Chief Investment Officer Apparently, there is a greater chance that a massive asteroid will collide into earth in the year 2032 than we will win the lottery, according to NASA. The asteroid’s impact would create an explosion greater than 50 times that of
Read More...Dylan B. Minor PhD, CFP®, ChFC, CLU, CIMA® Chief Strategist and CIO With the exciting beginning of the New Year (see my special commentary here), it is easy to forget about of all of the excitement that we had in 2015. In this spirit, I want to provide you with a recap of a
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Strategist and CIO Looking back at 2015 from the close of the year, it doesn’t seem like much happened last year: many investments had close to a zero return. Some bonds were a bit above zero and many stocks were below zero, pushing a
Read More...1/8/2016 Happy New Year! After we enjoyed a Santa Barbara-like weather holiday in Boston this year, Winter has finally arrived! Similarly, many stock markets have started the year with a chill. Some market pundits have already begun to ask if 2016 is another 2008. How could they make such a claim? Well, in the first
Read More...A Correction or a Catastrophe 9-1-15 WEB VERSION
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