Investing
Is the 60/40 Portfolio Dead?
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.
Central Banks Signal Higher Interest Rates are Coming
Global central banks are making it clear that higher interest are coming. This is a significant shift in the investment environment, one we haven’t seen in 15 years. What does this mean for stock and bond markets and what can you do in anticipation of more volatile markets?
Will Value Stocks Beat Growth Stocks in 2022?
As we head into 2022, a key question on the minds of many investors is: Will Value stocks beat Growth Stocks? Find out what the difference between growth and value stocks is, and why we think value stocks may finally start outperforming growth.
Investment Themes to Watch Heading Into 2022
There are major economic shifts underway as we head into 2022, which have big implications for the economy and investors. Read about what the key issues we’re watching and what it might mean for the stock market.
2021 Investment Returns Review
How did different types of investments perform in 2021, and what’s ahead of 2022? In this month’s newsletter we review the investment returns for 2022 and provide some thoughts on what may or may not work in 2022.
Hawkish Turn by the Federal Reserve
The Federal Reserve made a hawkish turn this week in the direction of attacking inflation. Here’s our take on what that means for stock investors.
