Commentary

Robo–Advisor Trends (Part 1)

Jan 30, 2019 | Commentary

By Garrette D. Furo Many individuals remain uncertain about how to manage their wealth when facing Wall Street. One study looking at client engagement with Wall Street by Makovsky found that a majority of individuals want to switch financial institutions. The reasons?... read more

The State of the Market: Signals from an Important Indicator

Jan 25, 2019 | Commentary

After a vicious sell-off and vicious rally, where is the Equity Market’s field position in the game of Risk/Reward? By Mason StarkPerspective explains a lot of the differences between market participants’ varying outlooks on the current state of affairs, and that can... read more

Millennial Investing, a Primer

Dec 4, 2018 | Commentary

By Garrette D. Furo, CAIAThe millennial generation is waking up and finding itself at the receiving end of the largest wealth transfer in modern times: over 30 trillion dollars from the baby-boomers. The avocado market simply cannot bear this influx of cash and the... read more

Market Selloff: Just another October Scare or Beware of the Bear?

Oct 29, 2018 | Commentary

Market Selloff: Just another October Scare or Beware of the Bear? From a technical standpoint, some considerable damage has occurred, particularly in the large cap, S&P 500 Index or by its most popular exchange-traded product, SPY Global market risks are beginning... read more

It’s Not Different This Time

Oct 9, 2018 | Commentary

“I believe that Dan Grill is one of the best multi-strategy derivative traders on the planet. It is not a coincidence that he leads off the Wilshire Phoenix Series of Industry Experts who will be providing powerful insight into the global markets on a regular... read more