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SubmitBlog Tag: Investments
What We’re Reading – Aug 2020
Morningstar – Is the 60/40 portfolio dead? Another great piece of content from Morningstar on the potential “death” of balanced portfolio investing. A claim that has been made for the better part of the last decade as bond yields continue to tumble lower. https://www.morningstar.com/articles/993862/is-the-6040-portfolio-dead McKinsey & Company – Will COVID – 19 vaccines ‘save […]
The Worst Economy Ever?
If you have been paying attention to the news recently, you may have seen some headlines aghast at the destruction that appeared in the recent economic data. While the data was pretty terrible, there are some misunderstandings about how economic data is reported and interpreted. Let’s start with one of the most familiar and widely […]
What We’re Reading – May 2020
Morningstar- The Long View Podcast with Rick Reider https://www.morningstar.com/podcasts/the-long-view/57 Rick Reider is a portfolio manager with BlackRock who is well known and has a long history in various markets. He directs a strategy we use at our firm. We thought this timely conversation would be insightful to you to hear some of the things we […]
Where Do Returns Come From?
Why do stocks go up? Or, maybe a timelier question: Why do they go down? The answer of course, depends on what time horizon or period you are asking. Short-term moves in the market are wildly unpredictable and can be driven by even the slightest change in headlines. We have plenty of those right now, […]
Retirement and Sheltering in Place
While we are in what is likely to be a worsening global pandemic situation, we remain optimistic that we will all get through this together. We will all need to do our part and reduce the spread of this challenging virus. While doing that we can be quite anxious, and a bit of cabin fever […]
What We’re Reading – Market Volatility Edition
Fidelity Investments – Market Bottom: Getting Closer? Nice read from Fidelity’s director of global macro on their view of where we are in the market cycle, and if a bottom in declines is near. https://institutional.fidelity.com/app/item/RD_9898070.html Wall Street Journal – A Strategy for Taking Advantage of the Market Meltdown (subscription required) One of our own […]
Keep It In Context
How far have we fallen? Depends on how big your scale is. Also, market downturns happen. While it feels like it, they certainly don’t last forever. We found a couple of charts in a letter from Capital Groups CEO to be a helpful reminder to keep the recent market events in context. You can read […]
Our New Year Initiatives
New Year, New us. Or so the saying goes. Part of turning the page to the year ahead is to look back at how we did over the last 12 months and set goals on what we’d like to accomplish over the next 12. For us, it is an exercise that couldn’t be of higher […]
Friends in High Places
Most of our clients are keenly aware of the regimen and diligence we put into researching our investments and strategies. We try to share as much of that with our clients as possible to help them understand where much of our advice is derived from. We had some time earlier this week which we thought […]
What We’re Reading Oct 2019
“Investing at Home is Overrated” – Morningstar – https://www.morningstar.com/articles/949609/investing-close-to-home-is-overrated A nice blog from Morningstar of the dangers of investing geographically based on what you know. A good reminder as the U.S. had dominated performance over the last decade. Year 1: Your Medicare Checklist – Medicare.gov – https://www.medicare.gov/sign-up-change-plans/get-started-with-medicare/year-1-your-medicare-checklist If you aren’t familiar with Medicare enrollment, it opened on October 15th. […]