Market Commentary

Bull Markets Don’t Die of Old Age

July 28th, 2016
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Pensacola, FL asks…Mitch, the bull market is in its 7th year – is the next bear around the corner? When is it coming and how can I prepare?
Thanks for the question. Know that bull markets don’t have to die of old age.[…]

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Are You at Risk Buying an Index Fund?

June 14th, 2016
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Portland, Oregon asks…
I’m thinking about keeping it simple with my investments. i.e., self-managing and just buying an index fund. A friend told me to look at the index fund for the S&P 500, and he mentioned just buying the ticker SPY.[…]

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Should You Sell in May and Go Away?

May 10th, 2016
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New York, New York asks…
Mitch, there’s an old investing adage “Sell in May and Go Away,” that’s based on notoriously weak summer returns. I think about doing this every year—does it make sense?
The “Sell in May” adage makes its way into the equities market narrative every year,[…]

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Intrigued by Separately Managed Accounts (SMAs)?

March 9th, 2016
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Atlanta, GA asks…I’m intrigued by separately managed accounts (SMA’s)…can you tell me more about them?
Thanks for asking Atlanta…most overviews of separately managed accounts usually include “compare and contrast” notes relative to mutual funds.  Here’s the run-down for you…
It’s all about customization.[…]

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Beware the Perils of Market Timing

February 10th, 2016
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Chicago, Illinois writes…
I’m hearing some pundits say “the Bear is here, get out of the market.” I’m worried. What is your advice?
Many thanks for asking Chicago – we’re getting this question multiple times a day now.  What the above suggests is that you become a ‘market timer.’ Beware the perils of market timing – […]

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What is Zacks Investment Management’s Philosophy?

December 8th, 2015
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Penfield, NY asks…
What is Zacks Investment Management’s philosophy?
Thanks for asking Penfield – this is an important question as you’ll want to be aligned, philosophically, with your investment manager to position the working relationship for success.
At the core of Zacks Investment Management’s philosophy is our belief that every client has unique needs and that there is no such thing as a “one size fits all” approach.[…]

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Recency Bias Undermining Returns?

November 23rd, 2015
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Fort Meyers, FL asks…
I received an inheritance and was going to invest, but the market’s volatility and downward turn has me concerned so I’m waiting. Is that a good idea?
Great question – and, an important one given the potential impact one’s actions,[…]

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How Does an SMA Work?

November 10th, 2015
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Salsbury Cove, ME asks…How Does an SMA Work?
This is one of those questions we answer frequently — glad you asked!
“SMA” stands for Separately Managed Account, and it refers to a portfolio of assets managed by an advisor or a money management firm.[…]

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Inheritance Coming – What Can I Do to Prepare?

October 28th, 2015
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New York, NY asks…
I Will Likely Gain an Inheritance Soon – What Can I Do to Prepare?
The very first thing to do is consult with a tax attorney and the estate’s executor so you can talk-over the legal and tax issues associated with settling the estate.[…]

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Does it Make Sense to Work with More Than One Investment Manager?

October 12th, 2015
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Minneapolis, MN asks…
Does it Make Sense to Work with More Than One Investment Manager?
The short answer is ‘yes,’ it can make sense for you to work with more than one manager (in the spirit of not having all of your eggs in one basket).[…]

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