Newsletter Archives - Financial Advisors | Halbert Hargrove

Newsletter

10.18.2019

The Price is Wrong: Reflections on Value and Value Investing – Q3 2019

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” – Benjamin Graham Benjamin Graham brought to the investing public the concept of fundamental analysis in his famous 1949 book, The Intelligent Investor (a great marketing tactic – implying that other types of investing are …

Newsletter

07.08.2019

Succeeding Unconventionally

Conventional investment strategies like stocks and bonds afford typical investors at least a temporary degree of comfort. These instruments give them the assurance of having some fundamental understanding of what they’re invested in. Additionally, thanks to the daily bombardment of the financial media, they can reasonably assess what their portfolio is doing—at least directionally. We …

Newsletter

04.15.2019

C.R.E.A.M.: CASH RULES EVERYTHING AROUND ME

WHO IS CORRECT? In 2018, the best-performing asset class was cash. We think cash is due some serious attention. In this Quarter’s Insights, we’ll discuss it as an asset class and as a tool, along with cash management strategies. Between 2008 and 2016, cash (defined here as the Bloomberg Barclays 1-3 month Treasury index) paid …

Newsletter

01.24.2019

WHEN 2-1 ≠ 1: PROSPECT THEORY AND THE JOURNEY OF INVESTING

The S&P 500 reached not one, but six all-time highs in 2018. To put this in perspective, it took more than seven years after this index’s all-time high in 2000 for it to reach its zenith again in 2007. Its next all-time high wasn’t reached until almost six years later, in 2013. In short, this …

Newsletter

10.22.2018

THE DOW IS NOT YOUR BENCHMARK

(And Neither is the S&P 500) On October 9, when U.S. markets suddenly reflected investors’ doubts about our economy’s—and equity markets’—growth expectations, the media made hay of the DOW’s (hardly historic) one-day decline. It was all DOW, 24/7. But how much does the DOW mean to prudent investors? Particularly those who are far more broadly …

Newsletter

10.17.2018

Time & Money Quarterly Newsletter – History of HH

Download PDF For more information or questions, please contact Halbert Hargrove at hhteam@halberthargrove.com.