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Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
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This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Market Outlooks
Historic Volatility, Election Uncertainty, & The Fed’s Dilemma
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Marc’s Market Insights
Market Outlooks
Stimulus Stalled, An Antitrust Storm, & More Market Turbulence
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Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
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Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Behavioral Finance
How to Address Recency Bias with Clients
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Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future
Fixed Income Insights
The Dangers in High Yield Bonds & CLOs
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Worth the Risk? Investors in this space have always emphasized higher levels of income or growth rather than capital preservation. While these investments are often termed “speculative,” are investors truly aware of the amount of risk in these asset classes?
Fixed Income Insights
Chasing Yield
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The Dangers and Pitfalls of Fixed Income in a Low-Yield World
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Practical Planning Is Your Compass
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The next several weeks are going to be challenging for advisors and investors. The reality of the scope and severity of the pandemic along with the associated economic and market damage will hit home raising fear levels to new highs. In these times, it will be hard not to overreact, panic or lose hope. Strong emotions and behavioral biases including, anchoring, loss aversion, cascading and availability bias can cloud our thinking and lead to poor decision making. Engaging in realistic and practical planning discussions along with relevant behavioral coaching can provide essential support during these challenging times.
Market Outlooks
Behavioral Advisor Perspectives and Practices: Drawdown, Turbulence and Recovery
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Everyone breathed a sigh of relief as markets had several positive days. Don’t be surprised, however, if markets drop suddenly and test or breach previous lows several times over the next few weeks or months. Much like flying through a thunderstorm, there are likely to be some bumpy times ahead. No matter how many times you have flown, your heart jumps every time the aircraft drops. Fortunately, there is no need to time the bottom for long-term investors.
Behavioral Finance
How Long Can A Good Fund Look Bad?
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It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?