The Federal Reserve
The Federal Reserve, once again, is in the public spotlight as the coronavirus pandemic continues. For good reason, as one of their general functions is to promote the stability and smooth functioning of the financial…
Real Estate (REITs) in your Portfolio: the Investor vs the Landlord
Owning an investment property is not as simple as buying a property, renting it out, and then collecting a monthly check. Landlords must manage the taxes, make necessary repairs, and find suitable tenants. While you…
Politics vs. Company Stock Performance
Have you ever heard news about a company and noticed that the stock price did not move? Perhaps it moved in a direction you were not expecting. This happens more often than you would think…
The Federal Reserve – Its Past and Its Future Concerns
The Federal Reserve seems to be in the news every day on TV, Twitter, and all the various media outlets. Part of the reason for its prominent role in the news is its evolving strategy…
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…
