12 Ways to Protect Your Investments Portfolio from Losses

We are currently seven years into a 200% stock market recovery that began in 2009, one of the...

Hedge Fund Peer Groups Are Hazardous To Your Wealth

Hedge fund peer groups are nonsensical because hedge funds are unique. The definition of “unique”...

The S&P500 is Not Smart. Smart Beta and Smart Alpha Are.

Core-satellite investing has been embraced as a way to diversify and to lower costs, but the S&P500

Markets Opportunity is Knocking - Our 90 Year History

This is the third, and last, segment of my 3-part commentary. Part 1 discussed 2015 and the past 5...

Market Opportunity Knocking on the 2016 Door - The Future

In our first commentary we set the stage for capitalizing on market opportunities in 2016 by...

Opportunity Knocks on the 2016 Door

Part 1: Lessons from 2015 & the past 5 years “A pessimist sees the difficulty in every opportunity;...

Halloween: Time for Cults and Goblins (and Tribes)

It’s Halloween, time for some fun with cults and goblins and the like. Some cults and goblins are...

Managing to Objectives Using Post Modern Portfolio Theory

by Dr. Frank Sortino and Ron Surz

The Stock Market Stress Test

When the tide goes out you can see who has been swimming naked. Warren Buffett