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Are We In The Early Stage of a New Stock Market Bubble?

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by  Erik Conley

It’s well-established that the stock market swings between periods of under-valuation and over-valuation. One of the most critical decisions any investor must make is what to do when the market is in an ...

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Why I'm 100% Sure That A Market Correction Is Coming

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by  Erik Conley

There aren’t many things in life that are certain, but stock market corrections are as certain as it gets. The only question is, from what level will the correction begin? This is always ...

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Market sell-off creates opportunity – what we are doing now

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by  Erik Conley

Main points: We use the current market volatility to makes some adjustments to our recommended asset allocation. We modestly reduce our pro-cyclical bias by lowering the allocation to equities. To offset this reduction, ...

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Here's What Advisers & Planners Are Doing About Shrinking Fees

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by  Erik Conley

In a June article titled “What to Do About Fee Compression” which was directed to advisers and planners, Wayne Badorf of Wells Fargo Asset Management offered some interesting ideas. “Last year, the average ...

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How Much Cash Are You Sitting On?

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by  Erik Conley

At any given point in time, the amount of cash you are sitting on has a huge impact on your future returns. The market has had such a great run, not just this ...

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Know Your Risk Exposure – Volatility And Drawdowns Measure Different Things


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No, The Market Is Not Getting Cheaper


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Where The Money Is Going And Where It’s Coming From


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Why Does The Stock Market Keep Going Up?


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