Forecasting Equity Returns – What Can I Count On in 2024? Part Three: Smoke and Mirrors Day – A Celebration of Small Caps, Global Funds and Emerging Markets

Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. Over the past several weeks we have been considering what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ve organized this series into three parts (see Part One and Part Two)  to cover the major…

Read More

Forecasting Equity Returns – What Can I Count On in 2024? Part Two: What are the Pieces of the Pie? (And Is Your Pie Getting Smaller?)

Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. In the next several weeks we’ll consider what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ll break this series into three parts to cover the major areas of investment opportunities beginning with historical returns,…

Read More

Forecasting Equity Returns – What Can I Count On in 2024? Part One: Normalized Distribution – Ring a Bell (Curve)?

Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. In the next several weeks we’ll consider what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ll break this series into three parts to cover the major areas of investment opportunities beginning with historical returns,…

Read More

Reframing Our Perspective

“What I am looking for is a blessing not in disguise.” Jerome K. Jerome In response to aphorisms like “adversity builds character,” and “what doesn’t kill you makes you stronger,” is the honest plea from 19th century humorist Jerome K. Jerome, “What I am looking for is a blessing not in disguise.” While hard to…

Read More