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Our June Market Perspectives Webinar included a discussion of the following research topics: Buy in May and Stay Invested Are You Investing or Merely Speculating? The #1 Rule in Investing Diversification and the Fear of Missing Out Charlie’s Top Tweets Charlie’s Summer Reading List Current Market Insights and Analysis Q&A Click the link below for […]

Buy in May and Stay Invested

It is their job to entertain. It is your job to ignore… “Sell in May and Go Away.” Perhaps the catchiest of all market sayings and one we hear repeated year after year. But how has it actually served investors over the years? Let’s take a look. Since 1928, the S&P 500 returns from May […]

  • Posted in Markets, Myths
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Our May Market Perspectives Webinar included a discussion of the following research topics: The Stock Market is Not the Economy The Relationship Between Interest Rates, Growth, and Inflation The Unemployment Rate and Stock Market Returns Are You Still Earning Nothing on Your Cash? Do Bond Investors Have to Take Duration Risk? Top Tweets Current Market […]

  • Posted in Markets, Webinars
  • Comments Off on May 2018 Market Perspectives Webinar – Replay and Slides

Duration giveth, and duration taketh away. For much of the past 35 years, while interest rates were in a secular decline, duration (a measure of a bond’s sensitivity to changes in interest rates) was the best friend of bond investors. In 2018, it has become their worst enemy. At one end of the spectrum, you […]

  • Posted in Bonds, Markets
  • Comments Off on Do Bond Investors Have to Take Duration Risk?

Inertia is a powerful force – and if you’re like most Americans – you’re still earning almost nothing on your cash because if it. According to Bankrate.com, the national average yield on savings and money market accounts are currently 0.09% and 0.15% respectively. Many of the largest banks (Bank of America, Chase, Citibank, HSBC, and Wells […]

  • Posted in Investing, Markets
  • Comments Off on Are You Still Earning Nothing on Your Cash?