A new type of mutual fund has captured investors’ attention. So-called buffer funds are so appealing that one industry analyst has referred to them as “candy.” Why? As The Wall Street Journal describes them, buffer funds offer investors “the chance to chase stock returns while also protecting [...]
Of Concern?
From the Colosseum in Rome to the palace at Versailles, look around Europe and you’ll find artifacts of once-great empires. What happened to them? Each faced its own challenges, but there was also a common theme: They had poor financial management and became overburdened by debt. That’s why a [...]
How to Conduct a Mid-Year Portfolio Review
The midpoint of the year is approaching, and the market is on track for its second year in a row of above-average returns. This has many investors asking about rebalancing. Below are some commonly asked questions on this topic. What is rebalancing? Suppose that to balance risk and return in your [...]
The Virtue of a (Financial) Barbell
In 1987, Nassim Nicholas Taleb was a trader on Wall Street. But unlike most of his peers, Taleb wasn’t pinning his hopes on a market rally. Instead, he had positioned himself to benefit from a market meltdown. On October 19 of that year, just such an event occurred. For no apparent reason—in the [...]
Should Investors Worry?
Back in 2021, Keith Gill wasn’t well known. A video game enthusiast, he liked to spend time in his basement, day-trading and making videos. But with his online persona, Roaring Kitty, Gill drew a following that reached into the millions. He used that platform to direct attention to the shares of [...]
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