Analysis: Markets and the Economy Boom Under Democratic Presidents. But Why?

An interesting report caught my eye this past week regarding the economy and markets under Democratic versus Republican presidents. One would intuitively think that under the latter, economic growth and financial market performance would be orders of magnitude higher versus under the former. After all, Republicans are always thought to be more pro-capitalist, espouse less […]

Low Interest Rates: Is the 60/40 Portfolio Still Best?

With interest rates at record lows, many analysts are questioning the benefits of running the classic 60%/40% (equity to fixed) balanced portfolio.  The historical argument for such a portfolio hinges on the non-correlated performance of stocks and bonds. During times of equity drawdowns, fixed income securities typically provided offsetting positive performance, so over time the […]