investing

10 Years Older, but 10 Years Wiser

The 2010s marked the first decade since immediately prior to the Civil War that the U.S. economy didn’t suffer at least one recession.  The S&P 500 went the entire decade without experiencing a single 20% drawdown, or bear market.  That hasn’t happened in 120 years! These facts are made even more remarkable when you consider the events of the past ten years:  Greek bailout, U.S. debt downgrade, European sovereign debt crisis, “fiscal cliff”, Cyprus banking crisis, “taper tantrum”, Ebola virus, Syria, Chinese currency devaluation, Brexit, 2016 U.S. Presidential election, trade war, yield curve inversion – to name a few (or

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Market “Signs”

Most will recall the 1970s hit song “Signs” by Five Man Electrical Band.  Even if you don’t initially recognize the tune, the iconic refrain will likely jog your memory: “Sign, sign, everywhere a sign Blockin’ out the scenery, breakin’ my mind Do this, don’t do that, can’t you read the sign?”   The song was written by the band’s lead singer, Les Emmerson, after a California road trip.  From Songfacts: “Emmerson wrote the song after taking a road trip on Route 66 in California, where he noticed a plethora of billboards that obscured the beautiful scenery.  This posed a question:

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The Importance of Saving

Investment returns garner headlines, but saving money can carry far greater importance to long-term financial success.  Nate & Conor detail the surprising numbers crunched by Pension Partner’s Charlie Bilello and explain how saving money is one of the few things investors can control.  Also, Dave Wahl, Senior Portfolio Specialist at Rare Infrastructure, spotlights the Legg Mason Global Infrastructure ETF (INFR).

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The Simple, Straightforward, and Nearly Foolproof Approach to Investing

The following was authored by Bill McNabb, chairman and chief executive officer of Vanguard. If you think you’ve had reason to feel uneasy about the investment environ­ment lately, you’re not imagining things. In just the past few months, we’ve seen economic uncertainty, intense political polarization, and super-low bond yields. Yet at the same time, the stock market kept pushing higher. In this confusing and sometimes contradictory climate, you may be asking yourself a question that I hear often: How do I make sense of all this, keep investing, and still get a good night’s sleep? As with any problem, there are

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Which Investment Strategy is Right for You?

Buy and hold?  Traditional active management?  A rules-based approach?  Nate, Conor, & Jason explain the pros and cons of three popular investment strategies and offer important keys to success regardless of your approach.

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What To Do When Financial News Headlines Jump Out at You

The following was authored by Heather Pelant, Personal Investor Strategist at BlackRock I’ve written about how my aunt calls me when the markets worry her. Needless to say, she’s been calling a lot. Rising interest rates. Sinking oil prices. A strong dollar and weak earnings. Greece, China and Puerto Rico. The news headlines make hay of these swings, and investor emotions can ride along with the dramatic stories. The stock market will spike one day, you feel optimistic and invest, then the market drops back down the next day. Earlier this year, we talked about how the markets would seem more volatile than

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Value & Momentum Investing

Value and momentum investing can both offer the opportunity for additional returns. We discuss the underlying investor behaviors explaining why.  Alpha Architect’s Wes Gray and Jack Vogel also join us to offer their thoughts.

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