Earlier this week, I came across a magazine article from the B.C. era—before coronavirus. The article, which appeared in a recent issue of a popular personal finance magazine, described a certain type of bond investment. The write-up was well researched and balanced, including a discussion of the [...]
Bear Market Field Guide, Part I
Amid the stock market downturn this week, many people are asking two questions: “How bad will it get?” “How long will it last?” While no one can answer these questions, I do have an answer to a third question: “What should I do?” Below are seven observations and recommendations to consider [...]
Is it time?
A few days ago, someone challenged me with this question: “Following the market’s most recent banner year, should we just sell everything and get out?” The question is understandable. Since hitting bottom in 2009, the U.S. stock market has quadrupled in value, including a 30% gain in just the past [...]
Extreme portfolio makeover
At least once a week, I run across the sort of portfolio I like to call a “broker’s special.” While each is different, they typically include some mix of the following: A handful of mutual funds with names like "New Economy" or “New Discovery” or "New Perspectives". Some commodity funds. [...]
Tried and true
Just before Thanksgiving, something odd happened on Wall Street. Three of the major brokerage firms issued remarkably similar reports declaring the death of the “60/40” approach to investing. What does this mean exactly, and how should you think about it? By way of background, 60/40 refers to a [...]
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