A monthly column on topics that matter.
How to plan for an unplanned retirement
When it comes to retirement, most of us can agree that sooner is better. Very few people commit 40-plus hours per week with the intention of working forever, which is why the most popular question we get asked when building
Stocks healthier in countries with better pandemic response
The cure for the common stock market may be as simple as better policy. At least this year.
Why this is a golden opportunity to add gold to your portfolio
If you’re looking for silver linings during these strange economic times, gold offers more than a glimmer of hope. While likely to outperform if stocks suffer another sharp sell-off, you don’t need to be bearish on equities to have a
Amid unprecedented uncertainty, target allocation should be your investment guide
Economic uncertainty has never been higher in our lifetimes than it is now.
This market downturn is unlikely to match 2008
Six trading days is all it took for the S&P 500 to fall 10% from its all-time high set Feb. 19, the fastest 10% correction in history. In less than a month, the Dow Jones industrial average lost 20%, officially
Stock valuations elevated, but not yet peaked
An old Wall Street axiom suggests the stock market is the only place in the world where buyers are more comfortable paying a higher price for the product. If that’s the case, the line at the checkout counter is about
Big news seldom fazes markets, but keep an eye on smaller stuff
While preparing for a review meeting with a client earlier this month, we waited for President Donald Trump to address the nation. It was the morning after Iran had fired missiles at U.S. military bases in Iraq. Although tensions in
Another year of hedge funds not earning their keep
A typical hedge fund requires that any interested buyer first meet the definition of an “accredited investor.” That usually means a person who earns at least $250,000 per year or has a net worth of at least $5 million.
Here’s what bonds are trying to tell us
There’s a long-held belief on Wall Street that if you want to understand what the smart money is doing, look at the bond market. That’s not to say the most successful investors favor bonds over stocks, but rather that trends