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Forced Conscientiousness

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Forced Conscientiousness

Broker-dealers and insurance companies will soon be forced to act in the best interests of their clients by the Department of Labor. The new laws only apply to retirement accounts, however. Buyer beware continues to be the name of the game when it comes to taxable accounts advised by broker-dealers and insurance companies. RIAs, like AlphaGlider, have always had to act in the best interests of their clients with any type of account.

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4Q15 CIO Commentary

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4Q15 CIO Commentary

After a sharp contraction in the third quarter, developed equity markets rebounded strongly in the final quarter of 2015. U.S. equity markets led most regions in the fourth quarter, despite selling off more mildly in the previous quarter. Emerging market equities followed up its dreadful 18% third quarter decline with lackluster performance in the fourth quarter. Aggressive government stimulus and minor currency depreciation ameliorated concerns of a hard landing in the Chinese economy, driving the Shanghai Composite Index up 16% during the quarter. Fixed income sold off modestly.

Long Time Horizons

Long Time Horizons

And the Investment Edge They Provide - Explained in a Dozen Charts

Short-term equity market returns are volatile and unpredictable. Long-term returns are much less volatile and fairly predictable with the use of sound valuation analysis. Disciplined investors with long time horizons have a distinct investment edge over other equity market participants, particularly those with short time horizons.

The Soda Can Stove and Investing

The Soda Can Stove and Investing

My family loves the great outdoors and we try to be in it as much as our schedules allow. A few weeks ago we were able to go camping for a few days before our two boys were due back at school. We had spent the latter part of summer near Breckenridge, Colorado, so we didn't have far to go to escape civilization. Climbing 13,957 ft (4254 m) Pacific Peak was the "pinnacle" of our three-day, two-night trek, providing us wonderful 360-degree views of the beautiful Rocky Mountains. Let me tell you a short story about this trip and how it relates to one aspect of the AlphaGlider way of investing.