Market Turbulence: Cause for Panic?

By Tom Connelly, Versant President & CIO 2016 has begun with investment markets down across the globe and investors in a very troubled state of mind. The S&P 500 is down more than 8 percent year to date, and has lost more than 10 percent of its value over the...

Focus on Time in the Market, not Market Timing

Find out about the potential risks of market timing versus a buy-and-hold investment strategy Market timing is an investing strategy in which the investor tries to identify the best times to be in the market and when to get out. Market timing is often used by brokers,...

Why Emerging Markets Make Great Investments, Part 3 Growth

(Click for Part 1) (Click for Part 2) By Thomas Connelly Neoclassical economics posits two types of growth: capital deepening (or capital intensity) and growth from technological innovation. Capital deepening is the amount of capital deployed per worker. Developed...

The Value of Underperforming Assets

By Thomas J. Connelly, CFA, CFP Chances are, you’ve noticed that the US stock market has offered booming returns over the past three or four years — up an average of 17.4% annualized in the past 36 months alone.  Then you look at the money invested in...

THE GREAT DELEVERAGING

By Thomas J. Connelly, CFA, CFP A democracy is always temporary in nature; it simply cannot exist as a permanent form of government.  A democracy will continue to exist up until the time that voters discover that they can vote themselves generous gifts from the public...