From: www.morningstar.com
Investment caution can be dangerous, too.
In total, 169 mutual funds and exchange-traded funds registered in the US officially list a Treasury bill index as their prospectus benchmark. That selection is indefensible. Every investment has a higher expected return than Treasury bills because every investment is riskier. Thus, the test is rigged. (Insert election joke of your choice.)
Those 169 funds are a…
From: www.morningstar.com
Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.
Diversification is a core principle of sound investing. A portfolio that includes assets with different performance characteristics often leads to better risk-adjusted returns than one that relies on a single asset class. But building a diversified portfolio can be easier in theory…
Dustin Murdoff from Mundorf Wealth Management takes a deep dive with Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, on what a Risk-Managed Investment Approach looks like. Here they discuss how Advanced Strategy Diversification is central to that approach.
From: www.morningstar.com
While bonds disappointed as diversifiers in 2022, they’ve historically performed well during economic downturns.
The Federal Reserve’s campaign to stamp out inflation by lifting interest rates caused pain for both stocks and bonds last year, prompting correlations between the two assets to increase sharply. But surging interest rates have given rise to another worry: Could the Fed overshoot on interest rates, pushing…
From: www.morningstar.com
They may carry the same name, but not the same investment approach.
Last week’s column “Are Dividend Funds All That?” showed that equity funds that hold dividend-paying stocks have thrived over the long term. Usually, bear-market heroes are bull-market flops, but dividend funds have been exceptions. They not only have resisted downturns but have…
From: jhinvestments.com
Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment.
Municipal bonds are only a small part of the broad fixed-income market, standing at roughly $4 trillion in assets relative to the $53 trillion in total U.S. fixed-income assets. However, this asset class can offer some unique advantages to other parts of…
David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:
David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….
Check out David Morgan’s video and eBook on Reinventing Retirement:
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From: www.thinkadvisor.com
This year has been one long roller-coaster ride for investors. Despite November’s stock market rally, the S&P 500 is still down about 17% year to date. Clients who leaned into the summer’s bear market may be seeing big gains, while others may be cutting their losses. And those who invested in…
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