Factor Investing
Factor investing is a strategy for portfolio asset allocation that moves away from the traditional market-cap weighted...
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Is Bond Duration Important?
As defined, bond duration “is the sensitivity of a bond’s price to changes in interest rates.” Many investors confuse...
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Mutual Fund Share Classes
A mutual fund is an actively managed investment fund with day-to-day managers who buy and sell securities according to a...
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Staying Invested Matters
The bear market of 2025 arrived with surprising speed and an abundance of troubling uncertainty linked to the Trump...
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Will I Outlive My Savings?
If you are recently retired or planning to retire soon this is a question that naturally comes to mind. A volatile stock...
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Is this rate cut cycle different?
As the US moved into Q4 of 2024, the battle against historically high inflation appeared to be won. Inflation, from its...
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What are Convertible Bonds?
Is a convertible bond fixed income (a debt instrument) or equity (stock)? The answer is they can be both , but not at...
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Does the 4% Rule still work?
Planning for retirement requires us to make assumptions about our own lives and the world around us. The planning...
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Volatility and your Portfolio
Return volatility is a measure of the variation (the highs and lows) of a stock’s price returns over time. As a measure...
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Fundamental and Technical Analysis
Which is better, a stock picking strategy based on fundamental analysis or one based on technical analysis? Depends on...
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This Article is Option(al)
As defined, an option “is a contract which gives the buyer (the owner or holder of the option) the right, but not the...
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Where does the market go from here?
As we move towards the end of 2024, the main drivers of share prices and market volatility will continue to be monetary...
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