Lately we’ve been taking a long, hard look at the “40” in the classic 60/40 portfolio: 40% high-quality bonds, with the rest (60%) going int...
Have you been tempted to sell all your stocks or stock funds this year? If yes, you are not alone. Many people, especially those near or in retirement...
The municipal bond market is not supposed to be exciting, but it has certainly been a white-knuckle roller-coaster ride so far in 2020. Despite all th...
How investment portfolios are managed during a highly turbulent or down market greatly determines net total return once a rebound happens. This certai...
There’s been a rush to safety in the past weeks, which has benefited US high-quality bonds and hurt US stocks. However, in this recent bond rally, T...
This month, data from the Bureau of Labor Statistics (BLS) gave the Seattle-area this great new distinction: highest tech wages in the United States &...
After almost four years, three prime ministers, and multiple national votes, the UK finally pulled out of the European Union (EU) on Jan. 31, 2020. Wh...
Updated May 14, 2025. Buy low and sell high. When it comes to investing, that sounds easy enough, right? Then why is it so difficult? Because, when th...