Lesson 1 from 2020: The Power of Diversification The first investment lesson from 2020 is diversification. Everyone knows that it is important to diversify in order to stabilize your portfolio. In more technical speak, this means holding some assets that tend to zig when other holdings zag To accomplish this, many investors hold long-term bonds.… [Continue]
May 28, 2020 By
Poo Flinging Monkeys And Investment Advice
One of the more frequent questions we get in times like this is “What do you think the markets will do?” I don’t know over the short term — seriously, not a clue. But for those seeking clarity, there’s no shortage of poo flinging monkeys who will answer that question. Just turn on the financial… [Continue]
March 22, 2020 By
Staying Sane in This Crazy Investment Time
The coronavirus is a pandemic and the market is in panic. This video describes ways of staying sane in this crazy investment time. After watching the video, you can dive into our three part article on creating resilient income from your portfolio. Tolerating Volatility. Time Eats Volatility. Retirement Example. The bottom line is we need… [Continue]
August 15, 2019 By
Worst Day of the Year Make You Queasy?
Today the Dow dropped 800 points, the worst day for the year. But headlines failed to point out, again, that bonds made a killing. In fact, over the last eight trading days, long-term government bonds have gained almost four times as much as stocks have lost. Did you see that headline anywhere? [More]
March 23, 2019 By
Financial News Misleads Again
When the stock market fell yesterday, the financial news blared about falling rates and trouble in bonds. Yet it was a spectacular day for bonds! [More]
March 5, 2019 By
Resilient Portfolios, Pt 3: Retirement Example
A resilient retirement portfolio is created and tested using returns starting in 2008. The portfolio generated income exceeding plans, despite the crash. [More]
