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...