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Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical techniques and computer-assisted modeling, investment advisers are able to combine different types of assets such as stocks, bonds, cash, real estate, and ...

The start of 2017 was a stark but welcomed contrast to the prior year. In January 2016, U.S. markets experienced one of their worst starts in history―hampered by concerns of slowing global growth, bottoming oil prices, and an impending election season. This January, these worries seemed far from investors’ minds. Domestic and international ma...

In the U.S. the first quarter GDP growth fell short of the consensus forecast; however, stocks have remained surprisingly resilient, currently sitting just below all-time highs. Overall, Energy, Financials, and Information Technology have been the primary growth drivers. In Europe, Independent centrist candidate Emmanuel Macron defeated populist/Eu...

Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive change...

To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that process, there are ten top ways that can help maximize value, including exercising discipline when reviewing a target’s commercial, operational ...

OPEC recently met in Vienna to assess the impact of its production cut agreement over the last six months and agreed to extend the deal for nine months. The extension is an effort to reduce global oil supply and boost prices. Tariq Zahir, Managing Member of Tyche Capital Advisors discusses the OPEC decision and how it affects the markets, including...

Now is a good time to review the developments in the economy and financial markets. In some areas, we are very encouraged by developments that further embolden our initial views, whereas we have been surprised in other areas and have adjusted portfolios accordingly. Overall we remain comfortable with our overweight to risk assets and underweight to...

The time has arrived when you are about to retire or transition your business, bringing a reliable source of income to an end. Do you have adequate sources of funds available to replace that income so that you can maintain your current lifestyle? This is a common planning question among the millions of Americans approaching retirement, ...

For many wealthy individuals, meeting their annual lifestyle needs is their top priority. Having a Portfolio Reserve—a mix of risk-control assets and high-quality bonds—helps fund the core lifestyle while protecting the spending during times of market distress. Deciding when to activate it is a personal decision that, in part, depends t...

Interest in environmentally focused investment strategies is growing. For example, the Low Carbon Investment Registry launched in 2014 has shown that total investments have increased from $24bn in 2014 to $57bn through March 2017. Among the plethora of strategies aimed at addressing climate change risk, divestment—electing not to invest in co...