Throughout financial history, every bull market seems to be characterized by some new investment product or vehicle that captures investors’ fancy. Like housing bonds in the early 2000’s, mutual [...]
With the benefit of hindsight, few tasks look easier than pointing out a market peak. Looking at a price chart of the stocks market, it is easy to point to the top and say, “Here is where to sell [...]
Forty-two percent [1]. This is the percentage of large cap fund managers that beat the S&P 500 return of 1% over the past five years. Assembling a portfolio of assets to succeed in a [...]
Whether it is retirement planning, funding future education for children or grandchildren, or the possibility of helping a family member financially down the road, most people have at least one [...]
It’s been a fairly eventful couple of months in the investment markets, highlighted by a marked increase in volatility and, for the month of June, negative returns across virtually all major [...]