December 8th, 2016 | by Gregg S. Fisher, CFA, "Invest with Reason"
Investors in US equities have enjoyed a good run in the markets recently, but returns from January 2000 to today give investors considerably less to cheer about (only 4.4% annualized for US stocks). When investor behavior and taxes are factored in the results are even more disappointing. While investors can neither predict nor control what […]View Article
November 28th, 2016 | by Gregg S. Fisher, CFA, "Invest with Reason"
Back in October, I sat down with Meb Faber of Meb Faber Research to talk about multi-factor investing. Our conversation became a podcast titled “Sometimes The Best Investment Strategy Isn’t The Right Investment Strategy.” To find out what I meant when I said that, and to hear more about Gerstein Fisher’s take on factor-based investing, […]View Article
November 8th, 2016 | by Andrew Tanzer, CFA, "The Global Equation"
Cyberattacks are increasingly exposing the vulnerability of individuals, businesses, and countries to hackers. With more and more devices connected to the Internet every day, these threats are likely to only become more pervasive in the future. There are no globally accepted “rules of the road” for monitoring and punishing cybercrime, and in the US, there […]View Article
September 16th, 2016 | by Andrew Tanzer, CFA, "The Global Equation"
As we enter the final weeks of the Presidential campaign, investors wonder which candidate and political party is better for the stock market. Our research shows that markets have done well over time, regardless of who inhabits the White House. Investors should keep in check political biases and emotions when constructing and maintaining investment portfolios […]View Article
August 31st, 2016 | by Gregg S. Fisher, CFA, "Invest with Reason"
On September 1, Real Estate will become a distinct sector in the Global Industry Classification Standard (GICS), elevating it from its former position as part of the Financials sector. Real estate investment trusts (REITs) offer a diversified, cost-effective, transparent way for investors to access commercial real estate and are available today in nearly 40 countries […]View Article