2009 began with the worst two-month start in S&P 500 history, but by the end of the year a rally led largely by high-beta, low-quality stocks, helped the S&P 500 recover about half of its total bear market loss. While… read more
Palm Beach Post (Florida) By: Stacey Singer, Palm Beach Post Staff Writer The health care overhaul that became law last week reaches beyond regulation of the insurance industry and upends almost 30 years of trickle-down economic… read more
The prevailing winds for fixed income investments are shifting. Ever decreasing interest rates over the last three decades were a tailwind for rising bond prices, providing comfort to bond investors who saw the values of… read more
Among the many looming financial reforms is a requirement that managers of large hedge funds and private equity funds register as investment advisors. Many smaller funds, family offices and venture capital firms will get… read more
The past 10 years reminded investors of just how volatile markets can behave. The decade witnessed two drops in the S&P 500 in excess of 40%, corporate bonds severely underperforming government bonds in 2008 before strongly… read more
As the overall economy showed signs of improvement in the fourth quarter of 2010 and into 2011, the municipal bond market continued to struggle. An increase in mutual fund redemptions that drove prices lower was caused in… read more
Investors are closely reevaluating their portfolios following a global credit crisis and currently facing the headwinds of increasing sovereign credit risk, rising inflation, and escalating worldwide fiscal deficits. As investors… read more
McLean, VA, September 16, 2011 – WTAS’ McLean Investment Consulting Services (ICS) team has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisor team… read more
Following the recent market pullback, uncertainty is a common concern shared among the majority of investors. The second half of 2010 and the first half of 2011 saw a slow and steady climb in the S&P 500, and may have… read more
As we take time during the holidays to reflect on family and friendships, thoughts about our investments may be difficult to avoid. Many holiday party conversations will certainly involve the recurring headlines regarding… read more