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

Marshall Schield

Marshall Schield is the chief strategist for STIR Research LLC, a publisher of active allocation indexes and asset class/sector research for financial advisors and institutional investors. Mr. Schield has been an active strategist for four decades and his accomplishments have achieved national recognition from a variety of sources, including Barron’s and Lipper Analytical Services.

The hard market truth: No risk, no return

For almost a half-century, I have practiced and preached risk management. But that doesn’t mean that there will be no risk. For 2 1/2 years (February 2016 through September 2018), the market did virtually nothing but rally. Gains were big and plentiful....

Buy the rare P/E dip for a 27% gain

A successful strategy is to “buy the dip” in rising bull markets. The “dip” provides investors a profitable entry point for new money. This year has included prime examples. Buying the dips in February or March produced double-digit gains. The S&P...