A good rule of thumb for valuing the market
Coming into 2019, Brinker Capital believed if we could solve for monetary policy risk and trade policy risk that the economy and markets would be biased higher. Well, so far, we’ve received more good news than bad on both fronts, and risk assets and the…
Battle of the market stars – Lou Ferrigno is earnings, ABC is stocks
Before there was reality TV there was, well, a lot of things including Battle of the Network Stars, which in a way was reality TV. Hosted by Howard Cosell and broadcast annually during the late ‘70s and early ‘80s, the show featured celebrities from the…
Traits of great financial advisors
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who…
The recession has been dodged (or ducked, or dipped, or dived, or dodged)
Recently, more than a few market prognosticators saw the US economy headed for a recession, a not unreasonable thought given weakened corporate and consumer sentiment, a very disappointing 20,000 jobs created in February, and increasingly flat US 2 Year / 10 Year Yield Curve and…
Vlog: Quarter-end Q&A 1Q2019
Brinker Capital Global Investment Strategist, Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: Have we seen the high in the stock market…
A tale of two billboards
Imagine a plush community of beautiful, sprawling estates where each property is protected by a high-end security system. Now imagine two enormous billboards along the nearby interstate. Once a month, the first billboard displays a list of newly discovered flaws in the community’s security systems. …
Use 19th century technology to defeat 21st century fraud
March 10, 1876. Alexander Graham Bell’s Boston laboratory. “Mr. Watson come here – I want to see you. I think someone just looted my brokerage account.” Okay. Those may not have been the exact words spoken over the first useful telephonic device. But similar words…