Retirement accounts like a Traditional IRA or a Roth IRA give an immense boost to an investor’s savings by taking advantage of provisions that protect capital gains, dividends, and interest earned from the…

Along with stocks and bonds, real estate is an asset class that warrants consideration for inclusion in an investor’s portfolio. Diversified real estate holdings can provide returns that diverge from those of stocks and bonds under…

When deciding how to apportion their investment portfolios, investors have several allocation tools at their disposal. These include, but are not limited to, mutual funds and…

The stock prices of small-capitalization companies have been disproportionately affected by recent market activity relating to the COVID-19 pandemic, as funds tracking smaller companies are…

Individuals who use 401(k) accounts to save and invest for retirement are typically able to take advantage of matching employer contributions, along with the same tax shelter benefits that are afforded to Traditional or Roth IRA accounts, depending on…

As we navigate the turbulent market volatility that long-term investors inevitably encounter from time to time, high-quality debt securities can play a critical role in providing a well-diversified investor’s portfolio with relatively stable cash flow and the …

The current economic environment has provided opportunity to benefit from historically low interest rates. As the federal fund rate and the rate on 10-year Treasury notes have plummeted, consumers have largely benefited from a…

In a market with such disparate upside opportunity and downside risk, it’s important to take a balanced, pragmatic view of economic factors. In the words of Howard Marks, co-founder and co-chairman of Oaktree Capital Management, “we have to consider the…

When we see the market price of our stock portfolios drop sharply from an exogenous catalyst like the coronavirus, an intuitive knee-jerk reaction is to liquidate everything, take the cash that we can, and…