We think the time has come to take a hard look at whether the flight to cash, cash equivalents, and other low-yielding fixed income investments by so many investors in recent years is going to serve them well in the long run. We think it's time to take stock of whether investor goals and strategies are aligned.
Taking Stock of Investor Behaviour
The field of behavioral economics provides insight into how simply being human affects the way we act toward money and investing. Understanding these fundamental human tendencies can help investors recognize behaviors that may interfere with achieving long-term goals. Learn more...
Reasons for Optimism
Taking stock of the economic landscape, we find many reasons for equity investors to be optimistic. We think recent performance of the market and positive signs in the economy are being overshadowed by lingering pessimism from the decline of 2008. Learn more...
Putting Cash Back to Work
What's the right pace for a return to equity investing? There's not a one-size-fits-all answer. We offer a number of funds and possible approaches for clients and advisors to discuss together in the context of specific client needs. Learn more...
Watch the Video
- Download the Time to Take Stock Brochure (PDF)
- Read the Whitepaper: Breaking the Cycle of Investment Regret (PDF)
- Retirement Portfolio Calculator