“There’s no dollar sign on a peace of mind, this I’ve come to know…” Zac Brown Band There are many factors that go in to managing a portfolio. While quantitative factors lead the charge and are obviously important, there are a number of cognitive aspects. The ability to read and fully understand the whole picture...Read More

Fixed Income yields have declined rapidly in 2020 and many investors are not fully aware how little their ‘traditional’ Fixed Income portfolio likely yields. Two main forces account for this common misunderstanding. First, fixed income yields have moved dramatically and quickly in 2020 because of record low Treasury interest rates and relatively tight credit spreads....Read More

Like Sumo Wrestling, The Bigger You Are the More You Move the Needle I write these Monday Market Updates to provide real news, without the noise, and more importantly, to educate. Each week we will look at different jargon or alphabet soup acronyms, and other subjects in finance that are confusing and overwhelming. Last week...Read More