March 15th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"
The specter of rising inflation rates has some investors questioning how to best allocate their assets to protect their long-term purchasing power. Treasury Inflation-Protected Securities (TIPS) are an instrument whose principal is adjusted based on changes in the Consumer Price Index (CPI), a key measure of inflation. Gerstein Fisher conducted research over several economic cycles […]View Article
February 17th, 2017 | by Andrew Tanzer, CFA, "The Global Equation"
US total public debt is poised to surpass $20 trillion. Over the past 20 years, this figure has quadrupled, far outstripping the rate of growth of the US economy. Due to prevailing low interest rates, the cost of maintaining even a significantly higher debt has actually fallen relative to total federal spending over this period. […]View Article
February 2nd, 2017 | by Andrew Tanzer, CFA, "The Global Equation"
Recent dips in market indexes have some wondering if the Trump “honeymoon” for stocks is over; some investors are bracing themselves for a possible market correction during Trump’s tenure in office. Research on market cycles tells us a correction will occur, but we can’t be sure of the timing, nor should investors try to guess […]View Article
January 30th, 2017 | by Andrew Tanzer, CFA, "The Global Equation"
With several US market indices at historical peaks, some investors are wondering if it’s time to sell—or buy. Gerstein Fisher research found little evidence that new market highs are good indicators that it’s time to cash out. 2016 was a year that proved many market and political prognosticators wrong, from Brexit to the US Presidential […]View Article
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