Recency Bias and the Risk of the Recession
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?
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 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
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…
Leading Economic Indicators and the State of the Economy
If you have tuned in to financial news at some point over the last couple years, there is a good chance you have heard a few media personalities share their view of a gloomy outlook…
Size Premium – How it Affects Stock Market Returns
What is “size premium”? The size premium is the extra amount of return that small companies offer versus investing in large companies. In 1992, Eugene Fama and Kenneth French designed a model that explained stock…
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
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…
Year-End Tax Planning and Tax Consequences
As we near the end of the year, it is important to review if any transactions you have made throughout the year have tax consequences. It is especially important to see if there is any…
Trends in the 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…
