Liquid Strategies Insights & Commentary

Seriously, Get a Dog

Author: Adam Stewart

 

I’ve either owned or been around dogs as long as I can remember. I’m fortunate enough to have two of the best dogs on the planet in my family now. Not only are they fun to have around, but they can have a serious positive impact on physical health and mental wellness.

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Understanding Fees – Mutual Funds and ETFs

Author: Justin Boller

 

I was recently watching a news program in which a commentator generalized Exchange Traded Funds (ETFs) as “cheap” and mutual funds as “expensive”. Too often, we dismiss all ETFs as index following and therefore “cheap” and all mutual funds as being actively managed and therefore “expensive”. In reality, an ETF or a mutual fund is simply a packaging solution that can contain a variety of assets and styles of investing. In order to properly assess whether a particular solution is priced appropriately, we must first dissect the package to understand which investments are included and how they are managed.

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Topics: Overlay, Volatility, ETF, mutual fund

Sleight of Hand

Author: Brad Ball

 

Magic tricks utilize sleight of hand or misdirection. Everything about humans makes us prone to follow the shiny object. This most certainly holds true with investing. As I watch investment shows I once again find myself in disbelief how many investors have seemingly become “misdirected” and focus on the wrong things. Less experienced investors would have you believe that the experts who have been wildly successful for long periods of time “are too negative on the market”. So far these less experienced investors have been correct. But, then again, at every magic show the audience gasps in disbelief as the magician seemingly cuts the woman in half only to learn a few minutes later they were duped by misdirection.

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Topics: Overlay, Volatility

Is this the most hated rally ever?

Author: Shawn Gibson

 

In my role, the first thing everyone wants to talk about is my opinion on the markets (and ideally exactly what to buy and sell and when!). These advice seekers usually walk away empty handed in terms of specific investment ideas, but I am always happy to talk big picture in terms of broad risks and opportunities. The only question that I have gotten over the past few weeks is some version of: “Why is there such a big disconnect between the stock market and the economy…shouldn’t the market be much lower?”

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Topics: Overlay, Volatility

How a Potential Vaccine Affects the Market

Author: Megan Delaney

 

If there’s one thing we can all agree on in the age of coronavirus, it’s that we cannot stay shut down forever. Sooner or later we will have to reopen, and many states have already started that process with mixed results. People want to feel safe as they come out of isolation and venture back into the world, and even with social distancing, masks and testing, many of us will not truly feel safe until a vaccine is developed.

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Topics: Overlay, Volatility

A Little Goes a Long Way

Author: Justin Boller

 

It’s been over a decade since I last grilled using charcoal. This past weekend I found a half-used bag of Kingsford and decided to give it a try. This particular brand of Kingsford was “Match Light” which should catch instantly to get the coals burning.

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Topics: Overlay, Volatility

Get Outside

Author: Adam Stewart

 

If there’s one thing that being stuck inside proves, it’s that getting outside has never been more important. Being outside and experiencing your natural surroundings is critical for both mental and physical health.

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Topics: Overlay, Volatility

Volatility Outlook for the Remainder of the Year

Author: Shawn Gibson

 

After multiple daily moves over 9% in the S%P 500 Index in March (including one down day of almost 12%), market volatility has contracted significantly since the March 23rd bottom. One way to measure volatility is to look at the average daily moves of the market (regardless of direction) to quantify the daily price swings. In March, the average daily move of the S&P 500 Index was 4.95% (it moved up or down on average 4.95% a day).

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Topics: Overlay, Volatility

Find the Time – Asset Allocation Strategies To Manage Volatile Markets

Author: Justin Boller

 

Since 1976, there have been 3 periods where a balanced portfolio (60% stocks / 40% bonds) have experienced drawdowns of greater than 10% - after the 1987 crash, the recession in the early 2000’s and the financial crisis in 2007-2008. While each of these are unique in their own way, they do have one thing in common, we recovered.

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Topics: Overlay

Active vs. Passive Management

Author: Brad Ball

 

The battle has raged for years…a quick internet search will yield mounds of data arguing when active will or will not outperform. It seems the opinions so often reflect the vantage point of the author.  The old expression by Mark Twain seems to hold true “Figures don’t Lie, But Liars Figure”. Here we are again, right in the middle of a major selloff when “Active Management” is supposed to outperform so…how have active managers performed?

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Topics: Overlay, ETF

Liquid Strategies Blog

This is where our team takes the opportunity to discuss Market Observations, as well as Portfolio Manager Commentary.

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