Key Takeaways o Inflation has fallen dramatically over the last couple of years. o However, it is important to remember that inflation measures change in price, not level of price. o Because inflation was so high in 2022, many households continue to struggle with...
Key Takeaways o The role of bonds in a portfolio is generally either to produce income or to help manage volatility. o Today’s yields on bonds are significantly higher than the past few years and offer a great alternative for portfolios given 85% of total return is...
Key Takeaways Gold prices reached a new record high in 2024 driven by demand from global central banks. Gold is not a panacea. The shiny metal has not performed as well as stocks or bonds in the last 33 years but does act as a diversifier in portfolios. Before rushing...
Key Takeaways Strong performance of the “Magnificent 7” 1(Mag 7)has led many U.S. market indexes to beconcentrated in a small number of highly valuedcompanies. We find that these companies are more diversifiedthan you may think. However, they are expensive,and they...
Key Takeaways Fear of Missing Out and Fear of Losing it All can potentially limit long-term returns. Market highs tend to cluster and lead to new highs and shouldn’t be feared as the start of the next downfall. Market corrections are part of a healthy market and...
Key Takeaways Investors sought safety in cash following the 2022 bear market driving a record of $6 trillion in cash. Investors holding excess cash missed opportunities in the 2023 market and could miss potential opportunities for greater return in the future....
