I generally believe that New Year’s resolutions are made to be broken and often evaporate as quickly as they are made. Given unrealistic goals and feeble results with resolutions, I am focusing on building blocks to be a better person and family member. I believe a building blocks approach can also be used for better investing habits.
TD Ameritrade and Charles Schwab Corp. announced plans to merge forming the largest custodian of investor assets. This tie-up of goliath custodians may impact you and your nest-eggs considering that the combined company will hold over 24 million accounts and $5 trillion of client assets.
I am often asked about my personal investment management style and what types of investments I use. Therefore, I thought I would describe my investing style, types of holdings, asset allocations, constraints and even investment hits and misses.
During periods of interest rate volatility, investors are often left wondering what just happened to the price of their bond investments and why?
There’s been a lot of chatter in the news recently given plummeting interest rates and inverted yield curves. An important topic that hasn’t gotten a lot of press is the recent sharp drop in mortgage rates and if it makes sense to refinance.
The stock market dropped sharply when investors were spooked by a yield curve inversion. It's important to understand inverted yield curves and why it may not mean doom and gloom for your investment portfolio,