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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…
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…
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…
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…
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…
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…
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…
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…
Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes. Bonds that pay a set rate of interest carry a unique risk…
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents…
