The Trouble with Bonds
The Death of 60/40: Where are we now?
Forecasting September in Four Charts
The Rise of Direct Indexing: A Game Changer in Modern Investing
The Trouble with Bonds

September 20, 2023   |   Tim Fortier

The Trouble with Bonds
Whatever the Federal Reserve’s current and future decisions are regarding interest rates, it’s an important reminder that the Fed only controls the direction of short-term interest rates. The market controls the longer end of the curve. U.S. Treasury bond yields are a function of three factors: term premium, inflation, and economic growth expectations. Term premium,…
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The Death of 60/40: Where are we now?

September 14, 2023   |   Tim Fortier

The Death of 60/40: Where are we now?
At the beginning of 2022, I wrote a series, “The Death of 60/40.” The thesis was pretty simple. Real yields on bonds were negative, stocks were richly valued by historical measure, and the Fed had unleashed a monetary storm resulting in rising inflation. My conclusion that traditional stock and bond portfolios, especially passive index portfolios,…
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Forecasting September in Four Charts

September 8, 2023   |   Michael Reilly

Forecasting September in Four Charts
By focusing on long-term, monthly charts, we take a step back and put things into the context of trends. The trend is our friend.
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The Rise of Direct Indexing: A Game Changer in Modern Investing

September 6, 2023   |   Tim Fortier

The Rise of Direct Indexing: A Game Changer in Modern Investing
Discover the advantages of direct indexing as we delve into this powerful investment strategy while exploring its promising future.
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Avalon's Best-Performing Model - VRM

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WEBINAR: How to Dodge Retirement Killers

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How to Dodge Retirement Killers & Generate More Income

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The Trouble with Bonds
The Trouble with Bonds
The Death of 60/40: Where are we now?
The Death of 60/40: Where are we now?
Forecasting September in Four Charts
Forecasting September in Four Charts
The Rise of Direct Indexing: A Game Changer in Modern Investing
The Rise of Direct Indexing: A Game Changer in Modern Investing
Avalon's Best-Performing Model - VRM
Avalon's Best-Performing Model - VRM
WEBINAR: How to Dodge Retirement Killers
WEBINAR: How to Dodge Retirement Killers
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