Investment ManagementAugust 26, 2020

Third Quarter 2020 Insight

By John Allen
Chief Investment Officer, Partner

The global pandemic created many uncertainties. Learn how social distancing affects our economy, how day traders impact the markets, and how to plant a diversified portfolio given today’s uncertain conditions. more >
Investment ManagementAugust 27, 2020

Value Stocks: Ready to Grow?

By John Allen
Chief Investment Officer, Partner

As the markets become more detached from economic reality, it appears value stocks may soon have their day in the sun. Find out what catalysts are likely to unlock the value in value stocks in the next couple of years. more >
Investment ManagementMay 12, 2020

First Quarter 2020 Insight-Part 1

By John Allen
Chief Investment Officer, Partner

The COVID-19 pandemic has dramatically changed the global market landscape. We assess the size of the growing economic hole and the potential ability of government measures to get us over this gap as we wait out this health crisis. more >
Investment ManagementFebruary 7, 2020

Fourth Quarter 2019 Insight

By John Allen
Chief Investment Officer, Partner

Investing can sometimes feel like driving through winter road conditions. Markets can present dangers equivalent to black ice — slippery and hard to detect. Read why hazardous economic conditions may induce a business-led downturn. more >
Investment ManagementNovember 7, 2019
Third Quarter 2019 Insight

Third Quarter 2019 Insight

By John Allen
Chief Investment Officer, Partner

Like the ocean's rip currents, the financial markets have a similar force of nature. Learn how globalization, along with monetary and fiscal policies, have acted as undercurrents, causing Big Tech companies to dominate the market, and why that could leave investors vulnerable. more >
Investment ManagementAugust 13, 2019
Second Quarter 2019 Insight-Part 2

Second Quarter 2019 Insight–Part II

By John Allen
Chief Investment Officer, Partner

The Fed is running out of room to lower interest rates, and the U.S. Treasury may be maxing out the country’s national debt capacity. Understand how the markets react as we approach the limits of monetary and fiscal policy in Part II of our quarterly Insight. more >
Investment ManagementAugust 7, 2019
Second Quarter 2019 Insight-Part 1

Second Quarter 2019 Insight-Part I

By John Allen
Chief Investment Officer, Partner

Our economic foundation requires the right mix of financial liquidity and debt capacity to build a sturdy capital base and strong financial markets. In Part 1 of our three-part Second Quarter Insight, we expand on the mounting challenges facing the U.S. economy and markets. more >
Investment ManagementApril 23, 2019
1Q2019 Insight-Stitching the seam

First Quarter 2019 Insight

By John Allen
Chief Investment Officer, Partner

When it comes to stitching the seam between the financial markets and the real economy, our federal government appears to be running out of thread. Read how government fiscal and monetary policies impact asset valuations and economic growth. more >
Investment ManagementJanuary 22, 2019
Balancing Speed with Safety

Fourth Quarter 2018 Insight

By John Allen
Chief Investment Officer, Partner

As you strive to reach your financial goals, you need to be prepared for bumps along the way so you don’t get derailed. Learn how risky IPOs and disappointing corporate earnings signal a prolonged downturn and why we see a return to active portfolio management to achieve better performance. more >
Investment ManagementOctober 23, 2018

Third Quarter 2018 Insight

By John Allen
Chief Investment Officer, Partner

Like the advances made by scientists to understand natural disasters, Aspiriant has developed a robust early warning system to anticipate market cycles and prepare investors for volatility. Find out why we believe we're approaching a period of lower market returns. more >
Investment ManagementJuly 24, 2018

Second Quarter 2018 Insight

By John Allen
Chief Investment Officer, Partner

Resisting the allure of popular assets and maintaining discipline while investing can be challenging. But all too often, instant popularity ends in prolonged desolation. Learn why at times like these, when stock prices become increasingly irrational, investors must remain steadfast and vigilant. more >
Investment ManagementApril 20, 2018
First Quarter 2018 Insight

First Quarter 2018 Insight

By John Allen
Chief Investment Officer, Partner

Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when you have “limited outs” and minimize risk-taking in your portfolio before you “draw dead.” more >
Investment ManagementFebruary 23, 2018

Fourth Quarter 2017 Insight

By John Allen
Chief Investment Officer, Partner

It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term performance. Learn how we interpret what the market “tells” us and what it might mean for investing. more >
Investment ManagementOctober 24, 2017

Third Quarter 2017 Insight

By John Allen
Chief Investment Officer, Partner

The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears to have far outpaced its fair value. As a result, we believe U.S. equities have become less attractive and are priced to generate low returns going forward. more >
Investment ManagementApril 18, 2017
ASpiriant's Investment Strategy

First Quarter 2017 Insight

By John Allen
Chief Investment Officer, Partner

Like coaches, portfolio managers must have a well-conceived game plan. Aspiriant’s game plan is grounded upon one basic investment concept: return on investment. At a time when we don’t see many good investment opportunities, taking a defensive posture appears to be the best strategy. more >