Author Archives: Michael McKeown, CFA, CPA

What’s Shaking Markets?

Between the market volatility in stocks and bonds this past month, moving markets are hot topics of discussion. We look into the reasons why markets hate the uncertainty of tariffs and the Fed’s latest moves.

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Four Surprising Charts

In this article, we review a collection of charts and data detailing areas affecting the global economy and markets.

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Spring Selling Season: Housing Update

With spring selling season upon us, let’s take a trip through the latest data.

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What’s the ‘Deal’ With Private Equity?

After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.

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Finding the Flow: Hoops and Funds

The NCAA hoops tournament gives us the best time to watch the flow in action. We also like to watch the money flows into different investment funds. It gives an idea where investors may be getting too aggressive and where risks are building.

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Market Update

We are in the midst of the 28th time the stock market fell between 10% to 20% since 1945. A peak to trough move in prices such as this happens every three years on average. It should be expected by stock investors. The speed of this fall, however, was extremely quick. It spanned only two weeks in time.

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Tax Cuts: What’s Baked Into Expectations?

A tax cut puts more money in shareholders’ pockets and that is a good thing for company stock prices. Looking ahead in the U.S., analysts forecast the highest earnings growth for mid-sized companies.

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Picking a Stock: Not For The Faint of Heart

Diversification plays an important role in financial planning and portfolio management. While picking stocks for a small portion of assets could be interesting or even entertaining, it stacks the odds against outperforming a simple market index.

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Ready For The Pitch

Many people say the hardest thing to do in sports is hit a fastball. Well, the Indians just hit fastballs for 22 straight games. Here in our world, though, we have different sorts of pitches we take every day.

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Watching The Weight

In designing portfolios, we talk about the term ‘weight’ as a percentage of the total portfolio to asset classes, strategies, and styles. We throw around the word like everyone knows the meaning as we intend. However, this is not always the case!

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