Season Investments

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Right Place, Wrong Time

There are many different ways to define risk when it comes to investing. But one risk that is often overlooked and rarely ever talked about is sequence risk. What is sequence risk you might ask? It is the risk of experiencing bad investment outcomes at the wrong time. http://www.seasoninvestments.com/insights/right-place-wrong-time/

The Perils of Low Volatility

Super accommodative monetary policy has been necessary to spur economic recovery and ensure markets don’t fall into a deflationary spiral. But these same policies which have kept interest rates at record lows for so long are creating vulnerabilities in the economy as debt levels continue to rise. http://www.seasoninvestments.com/insights/the-perils-of-low-volatility/

Is Good Advice Good Enough?

Giving someone “good advice” is rarely enough. Most of us already know what we should do, or what the right answer is…yet often times we still do the opposite. Advice moves from being “good” to being “effective” when it is tailored and delivered in such a way that actually spurs the behavioral change needed to attain the desired outcomes. http://www.seasoninvestments.com/insights/is-good-advice-good-enough/

Having Your Cake & Eating It Too

In order to generate returns in excess of the risk free rate (think FDIC insured savings accounts at banks which are as close to “risk free” as you can get), one will have to take on some degree of risk, which could lead to a loss of principal. As the saying goes, “you can’t have your cake and eat it too.” Or can you? http://www.seasoninvestments.com/insights/having-your-cake-and-eating-it-too1/

Sleeping Well

Since we can’t predict the future with any level of confidence, we chose to take a more humble approach to investing which spreads risk across as many different, non-correlated investments as possible as well as using trend following techniques to provide some downside protection on our publicly traded investments. http://www.seasoninvestments.com/insights/sleeping-well/

Ignorance Isn't Bliss

Investors have been worried about rising rates and what a rising rate environment means for their bond investments. In response, some investors have concluded that it is better to hold individual bonds versus a bond fund.In today’s post, we’ll unpack why it is a misconception to believe that individual bonds are somehow less risky than bond funds. http://www.seasoninvestments.com/insights/ignorance-isnt-bliss/

Fear Of Missing Out

Since the economy and markets climbed their way out of the dredges of the financial crisis there has been an exhausting volume of work produced warning of the next major market collapse. But what about the risk of consistently rising prices? What kinds of psychological and emotional impacts do stock prices have when they just won’t quit? http://www.seasoninvestments.com/insights/fear-of-missing-out/

The Private Equity Advantage

Over the past year, we have spent a good amount of time researching different options for our clients in the private equity space. In today’s post, we will look at private equity from a very high level to explain what it is exactly and why it might be a good addition to a well-diversified portfolio. http://www.seasoninvestments.com/insights/the-private-equity-advantage/

Winds of Change

Virtually every measure of valuation in the US looks historically expensive and overinflated when compared to international stocks. We believe 2017 may bring the winds of change in global equity leadership, with a shift in relative strength from US to international. http://www.seasoninvestments.com/insights/winds-of-change/

The Power of a 1031 Exchange

Real estate is one of the most commonly held assets on most investor’s balance sheets. For those that have real estate investments and want to continue leaving their money invested in real estate, a 1031 exchange is an extremely powerful tool which can be used to compound higher returns on a real estate portfolio. http://www.seasoninvestments.com/insights/the-power-of-a-1031-exchange/

Going Green

Unfortunately, renewable energy has become a partisan issue which receives support from those on the left and pushback from those on the right. In today’s post, we are going to make the argument for one particular renewable energy investment which satisfies both the moral and economic agendas on both sides of the party lines. http://www.seasoninvestments.com/insights/going-green/

Bubbles!

If you are an investor, you are most likely familiar with the term “bubble” as it pertains to investing. Twenty years ago this was not the case, but today we are all too familiar with the term. The problem we now face is that everyone is hyper-aware of bubbles to a point where there is a bubble boogeyman around every corner. http://www.seasoninvestments.com/insights/bubbles/

Overboard US Stocks

Over the past six years the US stock market has dominated the rest of the globe, with the S&P 500 outpacing the MSCI All Country World ex US index by over 10%...annualized. In our highly correlated, highly globalized world this amount of out-performance from the largest developed component of the global index is nothing short of mind-blowing. http://www.seasoninvestments.com/insights/overboard-us-stocks/

Running of the Bulls

The Running of the Bulls can be a dangerous event, and it is not uncommon for a number of participants to be injured or sometimes even killed. There are similar parallels to be made to a bull run in the stock market. http://www.seasoninvestments.com/insights/running-of-the-bulls/

Not Just Lip Service

Last week we wrote about how fees and expenses have been driven lower across our industry. Firms are being forced to consider how they get paid and what value they truly provide, which is, of course, a fantastic thing for consumers. But not all fees are created equal, and there are some costs that are still worth incurring. http://www.seasoninvestments.com/insights/not-just-lip-service/

The Vanguard Effect

The word “vanguard” is defined as a group of people leading the way in new development or ideas. Over the past forty years The Vanguard Group has been just that. Now one of the strongest brands in global finance, the company’s name has become virtually interchangeable with low fees and expenses. http://www.seasoninvestments.com/insights/the-vanguard-effect/

The Economics of Loss

Our obsession with insulating our client portfolios from the risk of a significant drawdown permeates every aspect of our investment approach. Growing capital over time is about striking an appropriate balance between preserving capital in turbulent times and capturing growth in good times. http://www.seasoninvestments.com/insights/the-economics-of-loss/

A Subtle Difference

Sometimes we get asked the question of whether “trend following is a form of market timing.” In this week’s post we will explore this question and unpack why there are subtle, yet very import differences between a trend following investment discipline and a market timing strategy. http://www.seasoninvestments.com/insights/a-subtle-difference/

An Alternative to Buy-And-Hold

We field many questions about the potential value-add of a tactical allocation strategy over a more static buy-and-hold approach. Ultimately, there are a number of different ways to solve the retirement puzzle. Buy-and-hold investing is one perfectly legitimate strategy, but it is not a one-size-fits-all solution that every investor should follow. http://www.seasoninvestments.com/insights/an-alternative-to-buy-and-hold/

A Post-Truth World

The word “post-truth” was recently named the word of the year by Oxford Dictionaries as its use skyrocketed 2,000% this year. At its core, post-truth is the act of influencing people by appealing to their emotions at the expense of facts and truth. In a post-truth world, the end always justifies the means. http://www.seasoninvestments.com/insights/a-post-truth-world/

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