Apple and Microsoft overtake the S&P 500 Consumer Staples sector
Since it has had such a profound effect on S&P 500 Index performance over the past eight years, the topic of FANG shares has [...]
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 [...]
Market Commentary Q3/2019
Market Summary: The stock market is seasonally influenced in the third quarter, as summer vacations result in light trading volume and generally anemic price [...]
The Q3/2019 “Great Rotation” in Stocks
SUMMARY: Stocks performed admirably during the third quarter, posting a 1.7% total return. Under the hood, there was a “great rotation” from past winners [...]