Archive

Archives

Locations

Subscribe via Email

Enter your email address:

ESG and ERISA

We recently posted a blog titled “What is ESG” that attempts to explain the ideas behind socially responsible investing.  ERISA (Employee Retirement Security Act of 1974) protects American’s retirement assets by implementing rules that qualified plans must follow to ensure that plan fiduciaries do not misuse plan assets. Many investors, understandably, want to do good […]

Read More

Smart Investing

There is smart investing and not so smart investing. Smart investors work with a trusted advisor(s) to develop a long term strategy that reflects their resources, risk profile, and other factors that are relevant to their specific circumstances.  Smart investors avoid impulse transactions, understand their portfolios and remember that investing, as contrasted with speculating, is […]

Read More

Take the Current Rally with a Grain of Salt

As I pen this article, major US stock indices are hitting all-time highs.  As a result, many investors are peering at their statements or live-streaming devices and are giddy that their net worth continues to climb. When times are good, it is human nature to remember these high water marks and use these elevated market […]

Read More

Transparent Investment Management

Transparency is a term that dominates in the business world. A good business leader, at the helm of their organization, promotes transparency with the hope that their organization will thrive as a result.  Transparency also is a term in vogue in the investment management industry. Investment advisory clients can easily become accepting of investment decisions […]

Read More

Backseat Driving Your Portfolio

With many of the world’s stock indices hitting all-time record highs, it comes with no surprise that many investors are wondering if now may be the time to lock in profits, sit on cash and attempt buying into the next market downturn. This is defined as market timing. Sigma’s belief is that it is very […]

Read More

Reversion to the Mean

Mean reversion is the theory suggesting that prices and returns eventually move back to the mean or average.  This mean or average can be the historical average, or another relevant average, such as growth in the economy. Applying this theory to the major stock market indices, such as the S&P 500 and the Dow Jones Industrial […]

Read More