Interest Rate Risk: How to Position Your Bond Portfolio as Yields Rise
Bond investors are starting to ask what to do if yields keep rising, as rates are now well above their 2020 lows. If yields continue ...
Investing Articles
The Biggest Market Risk Isn’t a Crash — It’s a Lost Decade
Table of Contents Secular Bull and Bear MarketsInvesting In a Secular Bear MarketBasics (easily implemented with index funds):Intermediate (require research and or/help navigating options):Advanced (work ...
What Bitcoin Reveals About Why Investors Underperform—and Why It Matters for Retirement
Bitcoin has experienced tremendous trailing returns, yet according to this Bloomberg article, roughly 45% of holders are currently below their purchase price. Illustrative path of ...
Why a Retirement Portfolio Checkup Is Essential Now
I’m concerned that we may shift from a secular bull market in the S&P 500 to a secular bear market soon, as you know if ...
How to Invest in International Stocks
Table of Contents How Much to Invest in International StocksWhat International Stocks to Invest InThe Case for International Stocks (Even When the U.S. Is “Winning”)How ...
Will the Market Crash Soon? Lessons from the Last Four Bear Markets.
The stock market makes people uneasy.When it’s down, we fixate on the red ink, smaller account values, and gloomy headlines—forgetting the market's typical generosity. When ...
Don’t Take Investment Advice from Kendrick Perkins
Boston Advisor readers know I’m a big NBA fan. If you’re new here, check out Revisiting the Last Dance and Should You Diversify or Concentrate?, ...
Stock Market Concerns That Feel Worse
The S&P 500 dropped 10% between February 19th and March 13th (it’s now down 8.5% from the peak). By itself, that’s not newsworthy since the ...
Checking In from the Road
Unfortunately, there’s no Wednesday Reading List this week. I’ve been traveling back-to-back weeks for work, which is rare, and it’s only the second time in ...
Recapping 2024, Forecasting This Year and Beyond
Here's an edited transcript of my recent conversation with our Chief Investment Officer, Bob Weisse, on our Wealthy Behavior podcast. We talk monthly what's going ...