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SubmitBlog Tag: Investments
What goes up must come down?
The title is a little misleading. In investing, it can be a bit of a misnomer that if the price of an asset increases substantially, it becomes “due” for a drop. That said, it isn’t necessarily the just the “price” of the asset increasing, but the valuation that is important to pay attention to. And […]
What’s Up With the Consumer?
In our most recent investment committee meeting, we were discussing the importance and state of the U.S. consumer. It’s an important topic, and something we often pay attention to. Why? If you break down the components of U.S. economic growth, 70% comes from “consumption”. In plain terms, spending on various goods and services. Our ability […]
What We’re Reading – December Edition
You Can’t Invest Without Trading. You Can Trade Without Investing – Jason Zwieg https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=djemMoneyBeat_us The recent craze in crypto currencies, “meme-stocks” and interest in other assets begs the question: What’s an investor? In his long-running Intelligent Investor column, Jason set’s out to answer that question. (May require subscription)
What We’re Reading – August Edition
S&P Dow Jones – Indexology Blog – S&P 500 and Dow Jones Industrial Average – Same but different https://www.indexologyblog.com/2021/07/22/the-sp-500-and-djia-divergent-paths-to-similar-results/ A quick read on the difference between the two popular bellwethers of the US stock market. Which do you track, and what makes them different?
What We’re Reading – June Edition
You Can’t Invest Without Trading. You Can Trade Without Investing – Jason Zwieg https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=djemMoneyBeat_us The recent craze in crypto currencies, “meme-stocks” and interest in other assets begs the question: What’s an investor? In his long-running Intelligent Investor column, Jason set’s out to answer that question. (May require subscription)
What We’re Reading – April Edition
How to Invest in an Annuity – Christine Benz, Morningstar https://www.morningstar.com/articles/1003074/how-to-invest-in-an-annuity Christine’s column is often posted in our “What We’re Reading” blog, and for good reason. A nice primer on the logistics of buying an annuity and what to consider when deciding to fund one as part of your retirement portfolio.
What We’re Reading – March 2020
Rebalancing – AON https://www.aon.com/getmedia/099185c3-1d9c-48f0-ac94-631826808391/Aon-Rebalancing-Paper-March-2020.aspx A great whitepaper from Aon on the importance of re-balancing. This paper is a bit technical, but if there is one thing we’ve learned over the past 12 month’s it is the importance of re-balancing in volatile market periods. Morningstar Ratings for Funds: You Should Know https://www.morningstar.com/articles/1030376/the-morningstar-rating-for-funds-what-to-know Another great column […]
What We’re Reading – Dec 2020
Morningstar – What May Be in Store for Taxes Under Biden https://www.morningstar.com/articles/1013472/what-may-be-in-store-for-taxes-under-biden A nice primer on what the potential tax landscape looks like under a new administration. There are still plenty of uncertainties with the Georgia run-off election JP Morgan Private Bank – End of Year Tax Planning https://privatebank.jpmorgan.com/content/dam/jpm-wm-aem/documents/en/investing/us-taxes/2020-Year-end-tax-planning-at-a-glance.pdf Simple .PDF from JP Morgan […]
What We’re Reading – Nov 2020
Bloomberg – Current COVID-19 Vaccine Trial Progress A nice data driven piece on the status of current vaccine trials around the world. This includes the type, what they are and where they are in the stages to be approved. https://www.bloomberg.com/features/2020-coronavirus-drug-vaccine-status/ Morningstar – What is a “Neutral” portfolio? From Morningstar columnist John Rekenthaler, what determines […]
Is Diversification Killing Your Portfolio?
What if I told you that investing outside of the U.S. over the last decade has done nothing but hurt your portfolio returns? It’s a broad statement, but from a high level and looking at international stocks as an asset class and in aggregate, it’s true. Investors tend to overweight and over allocate to stocks […]