Two key drivers of future returns currently point to higher equity returns and lower bond returns over the next ten years. Also, a brief review of our take on other asset classes and resultant changes to our portfolios.
An update on our current portfolio positioning, comments on overcoming the behavioral pitfalls of investing, and how we are addressing the risk of future inflation.
Next year, the Roth IRA will be accessible to investors in higher income brackets. This creates an opportunity for some investors to increase the value of their retirement accounts. In this special commentary, we lay out the ground rules for conversion to a Roth IRA, outline the potential benefits, and provide a few rules of thumb.
An overview of our outlook on the market, an example of our research in action, and a brief lesson in the math of market performance.
A look at investment opportunities presented by the recent financial turmoil.
Casting light on the recent financial turmoil from a historical perspective.