Category Archives for "Insights & News"

Economists Wrong Again

by D. Tyler Vernon In 2018 the US economy experienced a series of interest rate increases. December of 2018 marked the worst December on record as measured by performance of equity markets partially due to concerns that the Federal reserve would continue to increase interest rates higher in 2019. At the end of 2018, the […]

Continue reading

Embracing a Global Stock Market

U.S. stocks have significantly outperformed international stocks in recent years. And U.S.-based multinationals are major players in the world economy. Does that make international stock diversification unnecessary? Not at all. International stocks represent 44.9% of the global market – a figure too large to ignore. So by owning international stock investments, you can diversify your […]

Continue reading

The Times Are Changing

by Donald R. Chambers As our economy continues to transition from a manufacturing-dominated economy to an information economy, the list of the biggest corporations in the US continues to shift. In 1970 the twelve biggest U.S. firms according to Forbes included the following: 1970: 3 Auto Companies, 4 Oil Companies, 5 Non-Auto Manufacturers, 0 Financials […]

Continue reading

Asset Allocation

by Tyler Vernon, CEO The stock market experienced a quick and powerful correction during the 4th quarter of 2018, led by trade wars, and a hawkish Fed.  These concerns abated as we entered 2019 and the US stock market was able to recover, hitting the highs that we saw in 2018. Nevertheless, the correction of 2018 […]

Continue reading

Opportunity Zone Investments

By Don Chambers The Federal government has created another giveaway program: opportunity zones. An opportunity zone is an economic region declared by state governments to be in need of external investment to stimulate real estate development and improvements. The Federal government encourages real estate investments in these zones by allowing tremendous tax advantages if 90% or more […]

Continue reading

Tax Day is Quickly Approaching

by Tyler Vernon April 15th is right around the corner and some investors are being surprised with tax bills.  Specifically, investors in equity mutual funds are seeing that not only were their portfolios down last year, but they have the added “pleasure” of paying capital gains taxes for gains that were realized inside their mutual […]

Continue reading

The Role of Bonds

by Justin Eccleston When yields decline on high-quality bonds, it’s common to look elsewhere to achieve higher yields. Oftentimes investors seek higher income by extending the duration or lowering the credit quality of their bond portfolio. Typically, lower quality bonds are more correlated to equity markets, especially during downturns. During these times the diversification benefits […]

Continue reading

Bogle Made Our Lives Better

by Dr. Don Chambers Much has been made recently of the role that John (Jack) Bogle played in pioneering the use of mutual funds that used passive indexation rather than active management. But I believe that his biggest legacy was in radically lowering the expense ratios of mutual funds. In the early 1980s I co-hosted […]

Continue reading
1 2 3 20