Market Commentary

4 Things To Know About Robo-Advisors

December 15th, 2015
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We live in an age where algorithms and ‘apps’ increasingly determine how we receive services. They are particularly useful for the discretionary services we often use for getting from point A to point B (Uber), finding an economical and unique place to stay (Air BnB) or getting the best price for an airline ticket (Expedia,[…]

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Interest Rates, Crude Oil, U.S. Govt. Funding…

December 11th, 2015
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Interest Rate Hike Next Week? – mark your calendars! On Wednesday, December 16, the Federal Reserve will meet and almost certainly raise interest rates for the first time since June 2006. It’s about time. In our view, and as Mitch has written several times over,[…]

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Is the Dollar Threatened?

I’ve received several questions from clients over the last few days regarding China’s currency, the yuan. Almost all of them were some variation of these three: with its acceptance into the International Monetary Fund’s (IMF) ‘Special Drawing Rights’ basket, is the yuan a threat to the dollar’s status as the world’s top reserve currency?[…]

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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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China Currency, Bank Downgrades, Fed Plans

December 4th, 2015
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China Gets a Seat at the Reserve Currency Table – China’s currency, the yuan, gained inclusion into the International Monetary Fund’s (IMF) Special Drawing Rights basket this week, a move the Chinese central bank has been posturing to achieve for some time.[…]

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December 2015 Stock Market Outlook (In Brief)

U.S. Markets
December is here. Small gift buying stirs the season. Yet, that’s not what keeps stocks rising. Visible U.S. share buying is typical seasonal performance chasing by mutual fund managers. Late year markets like to stage a Santa Claus rally.[…]

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They’re Eliminating One of Your Investing Tools

The New York Stock Exchange (NYSE) announced in mid-November the decision to eliminate stop orders and “good-till-canceled” orders from the investor playbook. When used correctly, stop-loss orders can be a resourceful tool to curb losses, and they can also be used to prevent a stock from falling back to its cost basis – which theoretically ensures you make a profit.[…]

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What to Look for in a Money Manager

December 3rd, 2015
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When it comes to hiring a money manager, investors have no shortage of options. But that’s also part of the problem. Finding the right manager is challenging and stressful, especially when you are likely trying to live stress-free.
So, in an effort to make your search easier,[…]

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6 Year-End Planning Tips

December 3rd, 2015
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Time flies by when the holidays arrive which means the New Year will be here before you know it. For investors, that gives you just over a month to take care of a few important year-end planning items.
To make this easy,[…]

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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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