Why Do We Buy a Stock?
Frequently we get the question of why we buy a stock, along with the related question of why did we sell a stock (or [...]
Bonds in Balanced Portfolios – What’s The Point?
Over the years investors were trained that bonds provided the income in a portfolio while stocks provided capital appreciation plus some current income in [...]
Increasing Interest Rates and Equity Markets
Historically, the yield curve has effectively been a real-time business cycle indicator. The market’s growth and inflation expectations are projected at the long-end, while [...]
The Importance of a Total Return Mindset in Investing
SUMMARY: Income return consists of stock dividends and interest payments. Total return consists of both income return and price return (appreciation). Income return is [...]
Credit Spreads and Implications to Investors
Summary Credit spreads refer to the premium that bond investors are paid for taking risk as compared to investing in risk free bonds Spreads [...]