360 Insights

  • Jumping off the Bridge

    “If your friends were jumping off a bridge, would you jump too?” We have all heard that saying at some point in our lives. We might jump, if it was into the refreshing waters of Barton Springs, but would answer a resounding “no” if it meant jumping off the Pennybacker Bridge. Such is the concept...

  • Investment Nirvana

    The S&P 500 has broken out and hit a new all time high as we will allocate any remaining cash so that we may participate in the renewed bull trend. Also, we continue our discussion on the theme of over-diversification. It is a real thing, and many investors have seen how real it is in...

  • Plan, Don’t Predict

    Predicting what markets will do is an effort in futility. Too many people proclaim their brilliance by making guesses on where markets will be in 6 months, next year, or many years in the future. Sometimes they get it right, but that doesn’t mean it was prudent to do so. We believe in listening to...

  • Tug of War

    The mixed messages from the markets continue this week as we look at the tug of war between strong economic activity and the continued narrowing in the number of stocks participating in the market’s move higher. GDP growth and corporate earnings reports have shown incredible strength for the 2nd quarter. While the market continues to...

  • Looking for Bubbles

    Stocks are once again attempting to add more positive signs to the choppiness that has characterized the past six months. While the short-term signs are looking more and more positive as the days and weeks go by, longer term signs are showing extreme valuations in many different sectors. International investing continues to show that ignoring...

  • Diversification Fatigue

    Markets have calmed from the high volatility that has characterized 2018 thus far. However, the bond market has been showing consistent signs of stress, and traditional diversification is once again causing broadly diversified portfolios to suffer from underperformance. We call this “diversification fatigue”, and it is once again proving you can have too much of...