You’re cordially invited to a joint recital featuring the remarkable talents of Laura Lupinacci, Mezzo Soprano, and our very own, Walter Wisniewski, Pianist, as we celebrate the 100th anniversary of George Gershwin’s ‘Rhapsody in Blue.’
Market indexes designed to represent total stock markets or broad subsets of a market are generally known to offer investors high levels of diversification. Many well-known indices, like the S&P 500® Index and Russell 3000® Index, hold hundreds or thousands of companies. Yet, by some measures, many major indexes appear more concentrated today than ever.
Index Concentration: Have Some Indexes Become Too Top-Heavy? Read More »
“I split my contributions 50/50 between bonds and equities,” Harry Markowitz said in a famous 1998 interview with Jason Zweig.1 Markowitz readily admitted that he did not compute co-variances and draw a mean-variance efficient frontier. “Instead, I visualized my grief if the stock market went way up, and I wasn’t in it —or if it
The Unheralded Contributions of Markowitz to Behavioral Portfolio Theory Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: When Value Delivers CONTINUE READING
Third Quarter 2023 – Quarterly Market Review Read More »
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