Big Moves for a Forgotten & Unloved Asset Class

Have individual investors forgotten there is more than one asset class? It sure feels that way, because lately, all the excitement seems to be about one asset class – stocks. I get it, stocks have had an incredible rally coming off their October 2022 lows. But I’m not focusing on stocks today. There’s another asset…

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How to Know Your Investment Outcome in Advance

Growing up, I loved to watch and play baseball and I was an avid baseball card collector, but it wasn’t until I was in my teens that I recognized the importance of all of those statistics kept for each player.   Being numbers-oriented as I am and a baseball enthusiast, it was only natural I would…

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This Market Calls for Defense & Caution

Here’s what sector performance looks like right now: Consumer Discretionaries (XLY) is down -13.2%.  Technology (XLK) is down -16.32%. Communications Services (XLC) is off by -19.78% year-to-date… And it’s still only April! Think about this for a minute…  These three sectors XLY, XLK, and XLC account for two-thirds of the market cap of the S&P…

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Is Your Portfolio Ready for Higher Rates?

A lot of investors out there are in for a nasty surprise this year – especially index investors. Allow me to explain… 2022 is not 2019. It’s also nothing like 2020.  This is a different environment and investors who hope to profit and outperform the market need to recognize and adapt to major shifts, particularly…

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