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After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Carlota B. Venegas, CFP®, CDFA®
“It is waiting that helps you as an investor, and a lot of people just can’t stand to wait.” – Charlie Munger In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risks and possible outcomes before changing […]
Kevin J. Cavanaugh
“The real trouble with this world of ours is not that it is an unreasonable world, nor that it is a reasonable one. The commonest kind of trouble is that it is nearly reasonable, but not quite. Life is not an illogicality; yet it is a trap for logicians. It looks just a little more […]
Kevin J. Cavanaugh
The economic and financial market backdrops are changing, and the news headlines have been quite disconcerting. After averaging gains of 20% for the previous three years, the stock market is experiencing a correction, with the S&P 500 Index down about 10% year-to-date. Some corrective market action was to be expected and a healthy tonic for […]
Kevin J. Cavanaugh
Two features define the current economic and financial market backdrop. The first and most obvious is the significant increase in government involvement in both areas. Second, and as a direct result of the first, the world is awash in liquidity. By liquidity we mean that cheap money is available to almost anyone who seeks it, […]
Kevin J. Cavanaugh
The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning markets, solvency concerns, and high levels of uncertainty, successful investors have learned from financial market history and from an irrefutable logic that reacting or panicking along with the herd is the exact wrong stance […]
Kevin J. CavanaughNext Up
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