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  • What We're Reading Now
  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

"The most important thing in communication is hearing what isn't said."

~~- Peter Drucker

What We're Reading Now

We review twenty to fifty research reports and published papers each quarter. Some (and sometimes most) of it is just "white noise" used to sell a particular fund or brand while some of it is useful in deciphering trends in the markets. We will post files and documents below that includes some of the research that may be of interest or just fun to read. As always, this is not a recommendation to buy a certain product or investment or endorsement for any particular brand, or product. Investors should do their own due diligence and/or work with an informed advisor on an investment that fits their specific investor profile.

heres-why-you-should-invest-in-all-the-sectors-not-just-one-us.pdf
File Size: 108 kb
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why-trade-with-yourself-core-funds-can-solve-that-problem-us.pdf
File Size: 220 kb
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measuring-the-costs-of-index-reconstitution-a-10-year-perspective.pdf
File Size: 1224 kb
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index-reconstitution-costs-continue-to-add-up-for-index-strategies.pdf
File Size: 143 kb
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dont-get-fed-up-part-2.pdf
File Size: 277 kb
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dont-get-fed-up.pdf
File Size: 109 kb
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rate-sensitivity-does-not-equal-price-predictability.pdf
File Size: 203 kb
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housing_could_be_the_next_cloud.pdf
File Size: 237 kb
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why_i’ll_always_be_optimistic_about_the_market___dimensional_fund_advisors.pdf
File Size: 82 kb
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us_one-pager_history-shows-that-stock-gains-can-add-up-after-big-declines.pdf
File Size: 162 kb
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economic___market_implications_of_a_russian_invasion_of_ukraine.pdf
File Size: 278 kb
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stock_market_volatility__schwab’s_quick_take___charles_schwab.pdf
File Size: 988 kb
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weekly-investment-commentary-en-us-20220214-net-zero-transition-reprices-assets.pdf
File Size: 538 kb
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market_monitor_021122.pdf
File Size: 180 kb
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market_pulse_feb_22.pdf
File Size: 488 kb
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volatile_markets_underscore_importance_of_discipline.pdf
File Size: 152 kb
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isgvemo.pdf
File Size: 2328 kb
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global_investment_committee_2022_outlook.pdf
File Size: 6954 kb
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pimco_secular_outlook_fels_balls_ivascyn_oct2021.pdf
File Size: 2021 kb
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will_inflation_hurt_stock_returns__not_necessarily..pdf
File Size: 110 kb
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economic_market_chart_book.pdf
File Size: 3325 kb
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ssrn-id3882899.pdf
File Size: 776 kb
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on-the-markets.pdf
File Size: 2850 kb
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whattoexpectinbidensfirst100days_russellinvestments.pdf
File Size: 1061 kb
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2021_thematics_outlook.pdf
File Size: 1294 kb
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a_snapshot_of_growth_vs_value_investing.pdf
File Size: 90 kb
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righaifr122020howamericaninvests2020rigreport1611694235104.pdf
File Size: 1629 kb
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sometimes_its_not_that_complicated___federated_hermes.pdf
File Size: 342 kb
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If you would like to discuss any of our readings further, feel free to reach out to hear our thoughts on the issues. 

​Talk soon!

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