When Does a Separately Managed Account Make Sense?
Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to be able to specifically design the funds that we use to reach our goals. The plethora of mutual funds and ETFs out there give us […]
Occam’s – Your Plan is Wrong (And That’s OK)
Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out.
What Does the GameStop Kerfuffle Mean?
It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so I’m going to focus on some of the bigger questions that this whole affair raises, and specifically how this all impacts long-term investors. So let’s […]
What Happened With GameStop?
It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article). So what actually happened, and […]
Is the Value Premium Pining for the Fjords?
There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for value stocks.
What Do Low Interest Rates Mean for Stock Returns?
Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.
Unpacking Today’s Market Returns
Today, March 9th, 2020, was a bad day for the financial markets. There are four main elements to this story that I want to pick apart…
The Coronavirus and Your Investments
The Coronavirus is scary. When it’s possible to make reasonable comparisons with the Spanish Flu, that should make you sit up and take notice. Aside from the reasonable precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause? We’ve already seen significant […]
The Coronavirus and Its Effects on the Market and Your Retirement
Just like many other areas of life, the novel Coronavirus is having a significant impact on the financial markets.
Understanding Bonds: A Key Ingredient in Your Retirement Portfolio
Bonds sit in a strange place in our collective consciousness. They’re the “safe” part of our investment portfolios, but they also conjure up images of Wall Street brokers with a brick sized cell phone back in the 80s. Thankfully, we don’t need to consult with Gordon Gecko about our portfolios anymore. But it is worth […]
