NorCap Perspectives: Managed Futures

We have frequently written about the importance of risk diversification in constructing investment portfolios.  I believe that one of the most important services we offer as a part of our advisory practice is helping investors ensure that their portfolios are appropriately diversified by asset class, risk type, and geographic region.  We are continually searching for ways to expand and stretch the efficient frontier by identifying non-correlated risk types and investments that have the...
Read More
0

Beyond the Active / Passive Debate

Christine Benz hosts a roundtable discussion between Mike Breen, associate director of fund analysis for Morningstar, Scott Burns, director of exchange-traded fund, closed-end fund, and alternative fund research for Morningstar, and John Rekenthaler, vice president of research for Morningstar.  The participants do an excellent job of explaining the myriad of issues and factors that should be considered in building a portfolio of passive and active funds.  Some of the conclusions that...
Read More
0

Diversification – Investing in Global Markets

An article by Ron LIeber, author of the "Your Money" column in today's New York Times, offers advice that individual investors should take to heart.  Ironically, the title of the article, "Resisting the Urge to Run Away from Home," captures only part of Lieber's message.  Lieber provides a solid case for international diversification:  "Why bother investing outside of these regions [the United States and Europe]?  There are three reasons.  While it is true that gl...
Read More
0

Concrete Tips for Volatile Markets

Morningstar's Christine Benz says crafting a long-term investment policy statement, double-checking your cash stake, and gauging your holdings' volatility and ballast can help investors ride out a rough patch.  Read the transcript here. via morningstar.com  ...
Read More
0

Governor Schwarzenegger declares April as California Financial LIteracy Month

From the State of California website: Governor Arnold Schwarzenegger has declared April 2010 as California Financial Literacy Month   "California maintains one of the largest and most prosperous economies in the world, and our financial well-being is strongly tied to that of the rest of the country and the entire world. But our state is only as strong as our citizens, which is why it is important for all of us to know how best to save, spend and invest our money. Making wise financial decis...
Read More
0