Easy Money

Below is a synopsis of this investment report: This year has been a good one for many asset prices across the world. Few risks are more dangerous to a nest egg than greed and euphoria. Easy money rarely exists, so it’s best to ignore those who promise otherwise.   For full
Read More

Are High Yield Bonds the Canary in the Coal Mine?

Below is a synopsis of this investment report: One of the more perplexing front-page stories is the recent weakness in the high yield sector of the bond market. The real reason why this story is getting so much attention is most likely due to the high yield sector’s tendency to move i
Read More

Assets vs. Investments

Below is a synopsis of this investment report: A big financial misconception is that home ownership is a good investment over the long run. Not all assets qualify as investments, and a primary residence almost always fails to meet the conditions necessary to carry this designation. Ho
Read More

Will There Be Another Black Monday?

Below is a synopsis of this investment report: On October 19, 1987, the S&P 500 dropped over 20% for the single worst day in the history of the U.S. stock market. The fear ingrained into the minds of those who lived through Black Monday is a magnet for fear mongers. Charts that co
Read More

The Death of Active Management

Below is a synopsis of this investment report: The argument between active and passive management is one that never seems to get old for the financial media. These stories have inspired investors of all sizes to contemplate who will ultimately win the battle for investors’ asset
Read More

Can North Korea Impact Your Nest Egg?

Below is a synopsis of this investment report: President Trump’s “fire and fury” remark this week that targeted North Korea injected volatility into a stock market that has otherwise been relatively quiet this summer. Any military response will most certainly cause v
Read More

Second Quarter 2017 Review

Below is a synopsis of this investment report: The global expansion is on firm ground, and non‐U.S. economies have closed the gap. International equities have outperformed domestic stock mar
Read More

Another Bear Market?

Below is a synopsis of this investment report: This week, oil fell into its sixth bear market in the last four years. Oil has been a big story and market-mover since Saudi Arabia started a price war back in 2014. Saudi Arabia will regret the day they started this price war.   For
Read More

A Bitter Rivalry

Below is a synopsis of this investment report: Yale University’s endowment returns have crushed the competition over the last 25 years. Alternative investments are those that are not considered to be traditional investments such as stocks, bonds, and cash. Yale can attribute its stell
Read More

Protecting Against Pilot Error

Below is a synopsis of this investment report: A survey conducted back in 2015 indicated that 37% fear the stock market and 73% equate buying equities to gambling. Given the events that have transpired in equity markets since the late 1990s, it is understandable to hear that investors
Read More