Investing
Will Market Volatility Drag Down Your Portfolio?
We’ve talked a lot about volatility this year. The markets have given us an end to an 11-year bull run, two all-time highs on the S&P, a 20-plus percent drop in value in the span of just a few weeks, and one of the shortest bear markets we’ve seen in a long time. And we’re… View Article
Overcoming Interest Rate Drag on Your Portfolio’s Rate of Return- Season 3: Episode 3
You may have heard that a “traditional” balanced portfolio consists of some kind of mix of stocks and bonds: 60/40, 50/50, or something similar. The logic is that having a combination of stocks and bonds in a balanced portfolio acts as a potential buffer against loss with the goal of providing an opportunity for steady… View Article
Risk Management During Volatile Times
One of the most important jobs a money manager has is in the area of risk management. When markets are going nowhere but up, it would appear to some that it’s okay to make risk management less of a priority and try to shoot for bigger gains. But this philosophy is flawed on many levels…. View Article