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Bears In Mind - Some Perspective

I’ve learned a lot in my investing lifetime especially through many recessions. One of the most important lessons is that when everyone seems to be on one side of the sentiment boat, it’s important to maintain perspective so that your behavior doesn’t give in to the seduction of pessimism and capsize your investment plan.

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Are Bonds Really A Safe Haven In A Bear Market?

Let’s dig into the two key questions after the recent bout of bond price declines. First is what just happened to the value of my “safe, less volatile” bond investments in my diversified portfolio? The second is what is the outlook for a typical 60/40 stock/bond portfolio after this kind of slump?

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Let's Get Real

Inflation is arguably the biggest challenge investors face longer-term so putting in place a real savings and investment plan to prevent inflation’s thievery is an important first step.

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