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,…
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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...
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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…
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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,…
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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,…
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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,…
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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…
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Does a Robo-Advisor Make Sense for You?
“One of the challenging things in this industry now is you’ve got a lot of the old-way-to-invest type of firms coming out with me-too offerings that…
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Death of the Fixed 1% Fee
“One of the biggest problems I have with the flat-fee structure is that it does implicitly incentivize a culture of asset gathering.”– Matthew Spencer, Director…
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What Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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