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Recency Bias and the Risk of the Recession

Recency Bias

In 2019 investors have begun to worry about the risk of a recession in the U.S. and especially about how the investment markets might respond in a recessionary period.  The year has brought a number…

Long-Term Investing – How to Define It?

Long-term Investing

There are many ways investors interpret the idea of long term. This is particularly relevant when the investor is about to retire and thinks, “I don’t have long term.” Some will define long-term investing with…

Bonds and the Power of a Diversified Portfolio

Bonds And Power Of Diversified Portfolio

Bonds play an important role in a portfolio for many investors. A basket of high-quality bonds will provide a steady return stream, and when added to a portfolio of stocks, they provide some stability if…

Yield Curve as Predictor of Recession

Yield Curve As Predictor Of Recession

The past months have whipsawed investors.  2018 closed with most asset classes down after a turbulent December.  2019 opened with sharp gains in most asset classes, reversing prior declines.  These jarring moves have investors searching…

Economic Foresight and Investment Decisions

By admitting to yourself that you have no special advantage, you give yourself an enormous advantage. -Tony Robbins One of the biggest worries for investors is the state of the economy.  Changes in employment rates…

Asset Class Returns – An Historical Review

Asset Class Returns

2018 has been a tough year for investors. It has also been a unique year, as investors in nearly every asset class have seen negative returns to date. In most years, a diversified investor can…

Trends in the Volatile Market

Trends In A Volatile Market

A bull market can be like a long road trip – an exciting journey, but one with unexpected set backs, sometimes bumpy roads and the occasional pit stop.  The global markets are each at a…

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