Newsletters and Articles
Information designed to help you boost your financial confidence.
- Private equity’s average annual return has more than doubled world equity markets over the last two decades.
- Investors often ask how private equity works and if they can invest in it.
- Several hurdles make this asset class inaccessible to most investors.
Published on 7/2/20
- Presidents can be good or bad for stocks, but there are several other drivers too.
- There is a big difference between politics and policy.
- The real risk to investors is not who wins in November but how one reacts to the outcome.
Published on 6/26/20
- Hertz and other wild trading stories may serve as cautionary tales.
- What tends to separate professional traders from novices is the focus on risk.
- Those who treat the stock market like a casino will likely have a similar outcome.
Published on 6/19/20
- The sharpest downturn since the Great Depression may also be the shortest.
- If so, a new bull market could be emerging.
- Waiting for a full recovery could do little more than swap one risk for another.
Published on 6/12/20
- The media tends to report on events that have minor impact on our lives.
- Investors can learn a lot by analyzing their own reactions to events like the Bernie Madoff fraud.
- The real risk of outliers tends to be the reaction rather than the event itself.
Published on 6/5/20
- Charles Schwab and other discount brokers recently eliminated commissions.
- Free trading has prompted investors to question how these firms make money.
- Discount brokers are excellent options as long as investors use them properly.
Published on 5/29/20
- “Sell in May and go away” is commonly heard on Wall Street this time of year.
- Selling in May and buying back in November has outperformed some but not all strategies.
- Markets are far too sophisticated these days to rely on an adage that rhymes to meet your long-term investment goals.
Published on 5/22/20
- Some market participants see U.S. interest rates turning negative next year.
- Interest rate predictions have a rather questionable track record.
- Check any expert’s track record before assuming their opinion to be gospel.
Published on 5/15/20
- Trillions in government debt currently trades with a negative yield.
- Buying an investment with a negative yield locks in a loss if held to maturity.
- The deeper countries go into negative territory, the more perverse the effects.
Published on 5/8/20
- The “April paradox” has many investors asking who keeps buying stocks.
- The amount of uncertainty is almost impossible to quantify.
- Perhaps there some who are looking well beyond 2020.
Published on 5/1/20
We’re taking a look at the CARES Act, Required Minimum Distribution, and discussing Health Care. We also added a fun trivia for you.
While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).
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