Anarchy in the USA

Published on March 5, 2025

Unlike most of the rest of the world, I will attempt to minimize all there is to say about the beginning of the next 4 years, as the persistent yack and what to make of it reverberates in all corners of the financial globe.

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Beta Paradox: Why REITs and EM Stocks May Beat/Outshine U.S. Large Caps

March 5, 2025
According to Research Affiliates’ Asset Allocation Interactive (AAI) online capital market expectations tool, U.S. large-cap equities are expected to yield 3.4% annually over the next 10 years compared to 9.1% for EM equities and 7% for REITs. This left many webinar participants wondering, How does this extra return square with these assets having similar betas?

401(k) Real Talk Episode 142: March 5, 2025

March 5, 2025
Open, honest and candid discussion about BlackRock scrapping DEI, a 100,000 advisor shortage coming, plan sponsor survey highlights and more.