The Puzzle of Expected Returns

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Look at Your Portfolio Less, Enjoy Life More

Mitchell Barr, Client Associate 2017 is underway and we are granted the opportunity for a fresh start in a new year. Many of us made New Year’s resolutions to effect change in our lives for the better. If you are one of those people who believe in turning over a new...

Recent Changes to Stone Ridge Funds

Brandon Yee, Research Analyst   In response to an evolving catastrophe bond market, Stone Ridge Asset Management recently closed the Stone Ridge Reinsurance Risk Premium Fund (SREIX) and the Stone Ridge High Yield Reinsurance Risk Premium Fund (SHRIX) to new...

Does Your Risk Tolerance Change Over Time?

Our personal comfort level with financial risk tolerance doesn’t change much over time, no matter how much information we have at our fingertips to ease concerns. At Versant, we use the FinaMetrica test to assess our client’s risk tolerance. (FinaMetrica has gained...

Stock Investing: Why go Global?

From The Vanguard Group Adding international stocks to a portfolio of U.S. shares is a good way to diversify. Still, many people resist, preferring all-American portfolios. Vanguard’s new animated video can help inform those with homebound portfolios to consider...