It’s been very good news this year on the economic and financial fronts, with a strong economy and a tranquil stock market.
A strategy of investing more in stocks the day after a peak is a winner.
Equity investors have every reason to be cheerful as the Fed raises rates in 2017 and beyond.
Economic growth is the result of our collective efforts, with the Fed playing a supporting role.
Measurable and persistent behavioral factors are emerging as a new source of information with the potential to transform how we think about portfolio management.