June 4, 2018

If you’re someone who enjoys following financial news, you’ve probably come across the term “yield.” A little over a month ago, the US 10-year treasury yield crossed 3% for the first time in 4 years and the news cycles made a big deal about it. But what does “yield” even mean? Here’s a quick refresher.


Yield has to do with the amount of i...

April 23, 2018

One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises because bond prices tend to fall as interest rates rise. You can think of the function this way: as interest rates rise, holders of bonds that have the old, lower rate will be required to sell (if they s...

September 25, 2017

Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as stable, income-producing assets that have the additional safety of being backed by real estate. However, history clearly demonstrates that REIT’s are far from stable. Indeed, they are among the riskiest...

May 15, 2017

We are about halfway through the year and a trend I have encountered when meeting with potential clients is a significant issue with their asset allocation. Whether managing on their own or with the help of a professional, investors are having a hard time pulling together an appropriate bond portfolio. Here are some of the most common mis...

November 21, 2016

As 2016 draws to a close in a little over a month, it is easy to look back and see how remarkable of a year this has been. Between a Trump presidency and the exit of Great Britain from the European Union, this was a year of surprises. Yet in a year of uncertainty, the markets have been largely stable for most of the year. So why talk abou...

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