When asked about his success as a hockey player, Wayne Gretzky is famous for saying, "I skate to where the puck is going, not where it has been." There have been some significant changes in the bond market. Interest rates and bond yields have increased significantly, and this has dictated a change to our approach in how we position the bond allocation of your portfolios.
Join us for a live stream. We will review the investment markets for the first three quarters of the year. We will talk about some big changes in our model portfolios and what concerns us for the remainder of this year and into next.
Investing is a key component of your financial plan. To be successful, one of the most important traits you need is intestinal fortitude. Reaching for return introduces some emotional stress, and sometimes that stress can be Intense. Big decreases in value cause many people to sell investments – and most do it when they shouldn’t. Today, we talk about the difference between investment return and investor return.
Vanguard recently released a report titled How America Saves. It takes a detailed look at how Americans use retirement plans like the 401k. Nikki and Julie will join me to dig into some of the good and bad of the data, and more importantly, what it means for you.