Let's Talk about Bonds
As defined, a bond is “an interest bearing security that obligates the issuer to pay the bondholder a specified sum of...
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Choosing the Right Investment Advisor
Registered investment advisors (RIAs) come in all shapes and sizes and can be found in a variety of places. Some...
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What is Standard Deviation?
As defined, standard deviation “provides a statistical measure of historical investment return volatility and sets forth...
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Investment Risk - Alpha and Beta
Understanding investment risk and how it impacts portfolio performance is essential for all investors. In general, there...
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Investor Outlook - What is next?
In our January newsletter to clients we wrote, “There are several potentially disruptive forces (not including the...
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A Cap-ital Idea
The value of a publicly traded company is often referred to as market capitalization (or market cap) and is calculated...
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Famously Blunt Tools
The words “ famously blunt tools” are not what you would expect to hear the Chairman of the Federal Reserve say in a...
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Should I add Floaters to my Portfolio?
At its March meeting the Federal Reserve, as widely expected, raised its benchmark interest rate by 0.25% (25 bps), the...
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Shapes of the Yield Curve
A yield curve is a graph or plot of interest rates that buyers of government debt demand to lend their money over...
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Factor Investing
Factor investing is a strategy for portfolio asset allocation that moves away from the traditional market-cap weighted...
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Investor Outlook for 2022
There are several potentially disruptive forces (not including the ongoing global pandemic) which may subject financial...
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Will I ever be able to retire?
How often do you ask yourself that very question? If you are like me (60ish, grown children, nearing end of mortgage...
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