How Changing Expectations Can Alter Consumer Behavior [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 6, 2018 9:12:50 AM

Market Insight - August 2018 The global economy is built on expectations. Understanding and evaluating different potential outcomes underlie how we...

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Why Cash Should be Considered an Appropriate Investment Allocation in a Balanced Portfolio [Market Insight]

Steve Dixon, CFA® CSRIC®
May 8, 2018 2:37:00 PM

Market Insight - May 2018 It has been quite some time since the phrase “cash is king” has been uttered. In general, the idiom has been used to make...

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Managing Your Wealth: Interpreting the Current Volatility of Capital Markets and Your Investment Strategy [Market Insight]

Steve Dixon, CFA® CSRIC®
Feb 9, 2018 2:43:00 PM

Market Insight - February 2018 I’m sorry that my letter happens to be delayed this quarter. While finishing a first draft, the stock market reminded...

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Are You a Stock Market FOMO Investor? [Market insight]

Steve Dixon, CFA® CSRIC®
Nov 2, 2017 2:53:00 PM

Market Insight - November 2017 Defying the expectations of many market pundits, the stock market has continued higher in a nearly unchecked rise in...

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Your Risk Management Plan: What factors should contribute to investment decisions? [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 3, 2017 9:24:00 AM

Market Insight - August 2017 Investing is and has always been a balancing act of contradictions. President Harry Truman complained that he wanted...

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Murphy's Law: Balancing Pessimism and Optimism as an Investor [Market Insight]

Steve Dixon, CFA® CSRIC®
Apr 27, 2017 3:39:00 PM

Market Insight - April 2017 The first three months of the year have proven to be very agreeable for investors, perpetuating the antithesis of...

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Examining the Investor Perception Pre- and Post Election

Steve Dixon, CFA® CSRIC®
Feb 1, 2017 3:49:00 PM

Market Insight - January 2017 Everybody loves an underdog, right? In August, 2015, before the season began, the Leicester City Football Club in...

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Active vs Passive Investment Management: Which One is Right for Your Portfolio? [Market Insight]

Steve Dixon, CFA® CSRIC®
Oct 27, 2016 3:54:00 PM

Market Insight - October 2016 With considerably less animosity or entertainment value, there is another major debate raging at the moment that...

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The Correlation Between Stocks and Bonds [Market Insight]

Steve Dixon, CFA® CSRIC®
Jul 20, 2016 4:08:00 PM

Market Insight - July 2016 I’ve always had a fascination with the night sky, watching the stars and learning to identify planets and constellations....

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Importance of Long-Term Strategy in Global Markets [Market Insight]

Steve Dixon, CFA® CSRIC®
Jan 26, 2016 9:12:00 AM

Market Insight - January 2016 In keeping a review of 2015 brief, I’m attempting to live by the wise words of Bambi’s bushy-tailed friend Thumper, “if...

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