Bond yields are falling, what does this mean for the balanced portfolio?
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December 2022

Market lessons from the year in review.
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October 2022

Accumulator, noun (ac·​cu·​mu·​la·​tor) definition: An individual or family, with a focus on paying down debt, growing long-term savings, and improving…
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US High Yield Bonds vs. US Small-Caps: Small-Cap stocks - synonymous with lottery ticket, illiquid, low quality etc. The asset class has underperformed…

September 2022

I was offered some great advice over the weekend. It came from a close friend of mine, who like all of us, lives everyday in the unforgiving domain we…
2

August 2022

What is Factor Investing? In the 1960s, William Sharpe and a team of economists developed the Capital Asset Pricing Model (CAPM). The model is an…
1

July 2022

Are stocks and bonds poised for a strong 2nd half of the year?
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How intermarket technical analysis can add value to your investment process.
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May 2022

“Data! Data! Data!” he cried impatiently. “I can’t make bricks without clay.” - Arthur Conan Doyle, The Adventure of the Copper Beeches S&P GSCI…
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Volatility is uncomfortable. No one enjoys seeing their portfolio decline in value. However, volatility is the price of admission to the stock market…
For many retirees, their investment portfolio consists of a mix between stocks and bonds. In a deflationary environment, the two asset classes are…
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April 2022

Relative strength review of the 11 US sector indices
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