“In a moment of crisis, the last thing a family should be doing is worrying or being hassled about paperwork. Everplans elegantly solves that problem.”–…
Read More
Introducing Everplans
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreDelusional Return Expectations
“Returns expectations are simply too high. It means that many will face a shortfall when they come to realize their investments in the future as…
Read More
Forget the Fed. Focus on Coordinated Global Tightening
2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However,…
Read More
Signs of a Market Top? Valuation
We continue our series featuring data from VR Research on “characteristics of a market top.” The summary is broken down by corporate, valuation, economic, market,…
Read More
Meet the Story-Based Advisor
We recently stumbled across a tongue and cheek article that decoded real estate agent listing language. For example, describing a property as “cozy” within a…
Read More
Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
Read More
Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
Read More
Signs of a Market Top? Investor Sentiment
VR Research published a graphic on its Twitter account showing the characteristics of a “market top.” The summary is broken down by corporate, valuation, economic,…
Read More
Avoiding the Dividend Trap
“In a taxable account, dividends could have cost you anywhere from 0.3% to over 3.0% in returns PER YEAR since 1974. If your goal is…
Read More