Active investment management’s weekly magazine for fee-based advisors

Ian Naismith

Ian Naismith founded Investment Portfolio Solutions in 2012 and has been trading the markets since the early 1990s. He licenses trade signals and portfolio construction consulting to financial institutions. A member of the National Association of Active Investment Managers (NAAIM), Mr. Naismith has also served as board member and president.

Are we near a Trump hump—then slump?

Now that I have your attention, let’s review the results of my last Proactive Advisor Magazine article, “Favorable long-term seasonal trends of ETFs,” which covered seasonal opportunities from December 2016 through February 2017. Of the 21 opportunities...

Possible cure for the summertime blues

June, July, and August will be upon us soon. Yep, the dreaded summer months that historically elicit the chant “sell in May and go away” each year. For most equity indexes, this advice has usually been true for more than 50 years. But, there are certain...

Manic compression

Manic compression—that can be a description of what the market has been experiencing for most of the past three years. We have seen excessive enthusiasm for the markets to keep running and running (repeat 50 times), coupled with the continued reward of...

Market high? Pie in the sky

While the talking heads on your favorite financial news network are likely touting the new highs (I guess—I gave up watching that stuff years ago), other forces have silently been at work for years undermining the real rate of return. It is my opinion...

Listen to the market music: The cadence tool

In musical terms, cadence is the rhythmic sequence of notes or chords that signals the momentary or complete end of a phrase or section, or of the whole composition. That analogy to the markets and their components, when transposed, can help identify...