Category: AthenaInvest

Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis. Finally, stock market volatility diminishes substantially over time, with a 75% decrease in variability for 10 years versus one year.…

The stock market roared back in Q1, with the S&P 500 up a strong 13.6% and the Russell 2000 up an even stronger 14.6%. Q1 was one of the best first quarters in decades. Key takeaways include: The Q4 market swoon combined with the Q1 sharp reversal presented a deep V market formation. Currently the…

Written on 13 March 2019. Posted in Behavioral Advisor PDF Download “Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate…

Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market. US Gross Domestic Product…

The stock market stumbled in Q4, turning a 10.6% YTD gain on the S&P 500 at the beginning of the quarter into a 4.4% loss by year-end. This halted an amazing 9-year run of positive returns, one year short of the 10-year record of the late 1940’s and 1950’s. Some notable events from the quarter…

With the recent market decline, increased volatility and the deafening media noise, it can be easy to lose track of the basics. Remember, recent activity doesn’t tell us much about market returns. Read the Full Report     The Athena Market View, an interactive look at the current state of the markets and economy from four…

Recently, the markets have gotten a lot noisier with the return of volatility and amplified rhetoric around trade concerns and monetary policy. They are not likely to get any quieter with the midterm elections just around the corner. For the average investor it can be overwhelming and hard to know when to be concerned and…

Second Quarter 2018 Commentary The US economy and earnings remained strong, while volatility and noise levels regarding potential inflation, monetary policy and trade increased in Q2. The new tax law has supercharged the US economy, with strong earnings and labor markets the result. Looking back, we have rarely seen this combination of strong growth, low…

Why Stocks Aren’t Risky While stocks deliver unpredictable returns in the short-run, stocks are the least risky choice to build wealth over longer time periods. As the investment horizon increases, loss of purchasing power becomes the main risk. On the other hand, the chances for positive returns from investing in stocks approaches near certainty. Investing…

More and more, Financial Advisors agree that portfolios with a tactical tilt provide increased asset allocation flexibility that can improve returns and help manage risk. With a growing awareness of the role that investor behavior plays in driving markets, many are asking if those same behaviors can be used to successfully inform a tactical strategy.…

  New Sleeve Manager Strategy Launch: https://www.athenainvest.com/managed-equity Below is a replay of our May 30th, 2018 Webex introducing AthenaInvest’ Managed Equity strategy. AthenaInvest is the industry leader in Behavioral Portfolio Management and provides investment services and research to financial professionals. AthenaInvest’ Managed Equity strategy can be added via the sleeve wizard on the Axxcess Hub:  https://hubstaging.axxcessplatform.com/homepage/sleeve-wizard/ The…

Where are we now? After last year’s tranquil environment, markets experienced a sharp pullback in February and have returned to a more normal level of volatility. As a result, many investors are wondering, where are we now and what’s next? The chart below highlights how recent events compare to the prior 11 corrections. Read the…