RATIONAL INVESTOR: The Problems with Bonds and Bond Funds in Your Portfolio
Holders of bond funds may never be made whole if interest rates don’t fall back, as bond funds generally have no maturity date.
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4 Alternative Ways to Diversify Your Portfolio as an Accredited Investor
Bolster your portfolio against stock market volatility.
Bond Bites – No, 60/40 Is Not Dead
As a fixed income manager, we’ve seen tightening cycles come and go, and we’ve learned that there is always a place for fixed income.
Alternative Investments Like Crypto Form Half of Russian Non-Qualified Investors’ Portfolios
Alternative investments like crypto, real estate, and antiques constitute more than half of the portfolios of non-qualified investors in the Russia.
All of the Stocks in Cathie Wood’s Ark Innovation Fund are in a Bear Market Except 2
It’s been a dismal week for Cathie Wood’s flagship fund, Ark Innovation, that’s left nearly all of her holdings in bear market.
In a $1 Million Retirement Income Portfolio, Investors Choose Annuities and Protection Over Traditional 60/40 Allocation
A significant majority of investors (85%) are interested in owning, or already own, an annuity that guarantees regular income for life.
Historic Decoupling From Treasuries Bodes Well for Munis in 2022
Historic link between two asset classes crumbled when coronavirus outbreak roiled markets early last year. Relationship has recovered but not fully.
