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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What is a Bond Ladder?
A bond ladder is a strategy for balancing risk and return within the fixed income portion of your investment or...
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Non-Fungible Tokens
At this stage of my life, I thought I had seen, heard of and experienced almost everything the investing world had to...
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Stock Market Corrections
cor-rec’tion n. a change or adjustment that makes something right, true or accurate As defined, a correction sounds like...
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Sector Investing
A sector is an industry classification or grouping of companies sharing common characteristics. The most common...
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Inflation and the Stock Market
In the weeks leading up to the June FOMC meeting, our biggest concern was that the Federal Reserve would risk a policy...
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Does the 4% Rule still work?
When you consider all of the major transitions in your life (off to college, first job, get married, start a family, buy...
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Understanding Expected Return
Would you build a house without blueprints? Of course not, because in attempting to do so you could waste lots of time...
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Is a Roth conversion right for me?
The Roth IRA, named for its principal legislative sponsor Senator William Roth of Delaware, was established by the...
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What is Bond Duration?
As defined, bond duration “is the sensitivity of a bond’s price to changes in interest rates.” Many investors confuse...
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