Ask the Rational Investor: Are Bonds Safe?
Monday, March 22, 2021
Conventional wisdom is that stocks are risky, and bonds are safe. A share of a company’s stock represents the stock owner’s portion of that individual company.
Investment Outlook: Fourth Quarter 2020 Show Me the Money!
Friday, February 5, 2021
We have long favored the media industry because it generates copious amounts of cash. This cash flow allows a company to pay dividends and buy back stock - two good ways to benefit shareholders.
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
Thursday, February 4, 2021
It is easy to say that the stock market is expensive based on many of the typical valuation methodologies - Price-to-Earnings or P/E being the most widely used measure. Stocks are expensive when compared to historical averages.
Investment Outlook: Fourth Quarter 2020 Market Recap
Tuesday, January 26, 2021
I won’t even attempt to recap all that has occurred over these past twelve months—there will be entire books written on the subject.
Ask the Rational Investor: Speculators Beware!
Sunday, January 3, 2021
2020 produced outsized returns in the stock market, surprising many observers. As the pandemic’s impact on the economy became clear, the Federal Reserve reduced interest rates and announced unprecedented supportive programs for the fixed-income markets.
Ask the Rational Investor: Should You Add Banks to Your Portfolio?
Monday, December 7, 2020
One of the hardest-hit areas of the stock market this year has been the Financial sector, of which, banks have declined the most.
Ask the Rational Investor: Investing During the 2020 Election
Sunday, November 1, 2020
This year has not been easy on long-term investors—with the Coronavirus recession and whipsawing stock market prices—most investors (and portfolio managers) are exhausted! The Presidential election provides yet another highly-uncertain outcome before the end of the year, with important questions...
Investment Outlook: Third Quarter 2020 Herd Mentality
Thursday, October 15, 2020
FOMO
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Ask the Rational Investor: P&G Cleans Up Your Portfolio
Monday, October 5, 2020
A well-diversified portfolio includes all industry sectors of an economy – technology, energy, industrials, consumer staples, and several others. Each sector responds differently to the wide array of factors influencing the market on any given day.
How Will the 2020 Election Impact the Stock Market?
Wednesday, September 30, 2020
How Will the 2020 Election Impact the Stock Market?
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
Investment Outlook: Third Quarter 2020 Market Recap
Wednesday, September 30, 2020
If anything, the increased volatility we saw this quarter seemed a little more in-line with the times. Whether it’s the pandemic, politics, or the state of the economy, there are certainly more questions than answers.
Investment Outlook: Third Quarter 2020 "Party like it's 1999"
Wednesday, September 30, 2020
“It’s wonderful to promote new industries because they are very promotable. It’s very hard to promote investment in a mundane product.
Ask the Rational Investor: A New Driver at UPS
Wednesday, September 2, 2020
There is a new boss in the top job at UPS. Furthermore, the new boss does not look to be the same as the old boss.
Ask the Rational Investor: What should you do now?
Monday, August 3, 2020
Most major stock market indices have nearly recovered losses for the year thus far.
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Friday, July 31, 2020
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Many Reasons to Like Gold, Just Maybe Not in Your Portfolio
Friday, July 31, 2020
When it comes to different investment options, few lead to a broader discussion than precious metals and gold in particular. Gold has held a special place in human history for more than 7,000 years, dating back to the Egyptians.