Market Risk Update

Markets around the world have been repairing themselves after the so-called “mini flash crash” in August and September. In the US, the percent of stocks in an uptrend has rebounded from about 25% to more than 50%. The advance/decline line … Continue reading

Niemann Risk Off Alert

From the desks of: Don Niemann, Chief Investment Officer Alan Alpers, CFA, Sr. Portfolio Manager Tuesday, August 25, 2015 There is obviously a lot of tension and concern in the markets around the world, and for good reasons. Whether or … Continue reading


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Nation’s top Financial Advisors Outsource to Money Managers

This Envestnet study reveals that the nation’s top advisors “are more likely to outsource investment management to professional money managers than to create and manage portfolios for themselves.” Read full report

China A-Shares Could Soar Much Higher

Mainland China stocks, the so-called A-shares, have been outperforming the rest of the world’s emerging markets for months. As of June 9, the Shanghai Composite Index was up 58% for 2015 and the Shenzhen Composite Index was up an amazing … Continue reading