Stock Market
Beware of the Words “Always” and “Never”
When it comes to finance, there are very few absolutes. If you’ve ever heard someone say that you should “never” buy a certain product — or, conversely, you should “always” have XYZ in your portfolio — it’s a good idea to look at that advice with a highly skeptical eye. Or going the other way,… View Article
Dr. David Blanchett on Buckets, Markets, and this Wild, Wacky Year
It’s been quite a ride in 2020. But regardless of where the markets are now, or have been, the financial goals for many people likely remain the same: enjoy retirement to the fullest, and don’t run out of money, before they run out of time. Of course, there are no guarantees that every one of… 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