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Is Your Investing Strategy Outdated? Try The New 60/40 Model
Many investors’ portfolios are perfectly positioned for the outcomes of the past, when the future will surely be different. The old allocation model—60% domestic equities and 40% high-grade bonds—does...
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Despite Investors’ Denial, The U.S. Economy Is Getting Better
(Image credit: Getty Images via @daylife) Investors often live in a state of denial. In the good times, we’ve seen investors reject the notion that the party will ever end. In the bad times, we’ve...
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Investor Fears Exceed Actual Risks: 2013 Is Full Of Opportunities
(Image credit: Getty Images via @daylife) As we head into 2013, I have a sense of déjà vu. It’s as if we’re back in the late 1970s or early 1980s: Many investors are fearful about the U.S. economy,...
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Why Argentina’s Debt Problems Could Become An Investing Opportunity
Argentina's President Cristina Fernandez de Kirchner (Image credit: AFP/Getty Images via @daylife) As late as the early 20th century, angry investors sent warships to block the harbors of countries...
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Investing Outlook: Look For Growth Opportunities In 2013
The economic recovery in the U.S. has been feeble, and there’s slow growth elsewhere around the globe, too. But despite the slow pace of global growth today, a closer look reveals a more complex...
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Markets Continue Healthy Start To 2013
Amid unsettling headlines that influenza cases have reached epidemic proportions in the U.S., financial markets have held onto their health thus far in 2013. Equities notched modest gains globally last...
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Can Mexico’s New President Protect Its Economy?
Enrique Peña Nieto (Image credit: AFP/Getty Images via @daylife) On the heels of an important change in the political climate from this summer’s presidential election, Mexico appears poised to deliver...
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What’s China Going To Look Like In 20 Years?
Chinese Vice President Xi Jinping (Image credit: AFP/Getty Images via @daylife) While China arguably has further to go in terms of political, economic and social policy reform, anyone contemplating...
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U.S. Recovery Remains On Track With Modest Growth
With positive news trickling in on several fronts, equities in many regions added to their year-to-date gains last week. The Dow Jones Industrial Average actually hit its highest closing level since...
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Don’t Get Caught Holding Japanese Yen
Oppenheimer International Bond Fund has historically held around 15%-20% of its assets denominated in one of the largest currencies in the world, the Japanese yen. That shouldn’t be surprising, after...
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Why Are You Over-Allocated To Core Bonds?
In the early 1970s my father decided to encourage me to save and teach me a bit about investing. Long before mutual fund management was a twinkle in my eye, Dad bought me $400 worth of a mutual fund....
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Interest Rates, Equities And Bonds: Getting Ahead Of The Curve
(Photo credit: 401(K) 2013) Investment books are a bit like golf instruction books. I’ve always felt that there is a bit of truth in all of them, plus a bunch of personal adaptations which might not...
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Focus On Assets And Liabilities When Planning Your Portfolio
(Photo credit: Philip Taylor PT) Asset allocation models too often are naïve about price. Entry price affects both the potential for returns and the potential for risk. A model that suggests a...
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Why Carnival Corp. May Be On Course For Smooth Sailing
Carnival Pride docked in Cabo San Lucas. (Photo credit: Wikipedia) It’s about that time of the year. The winter blues are kicking in and thoughts turn to sunshine, white sand beaches and crystal...
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Stocks Are Making History Right Now
Source of chart data: FactSet, JPMorgan, 12/31/12. Index definitions can be found at end of post. Past performance does not guarantee future results. Over the past year we’ve highlighted that...
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4 Unlikely Events That Could Shake 2014
Thanks to the winter storm that hit the East Coast recently, it took me one hour to move one mile on the highway on my commute home. So I had a lot of time to think about things in general. At the...
View ArticleWhy Investors Shouldn’t Panic Over Emerging Markets
Chief Economist Jerry Webman reviews the recent downturn in several emerging markets. He explains why there likely won’t be a full-blown crisis and how the recent volatility may be a buying...
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President Obama’s Plan To Help Americans Save For Retirement
Tuesday night’s State of the Union address included a new idea to help Americans save for retirement: the MyRA (rhymes with IRA). President Obama is directing the Treasury Department to create a new...
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4 Adages For Navigating Rocky Markets
Just when investors thought they were out, the equity markets pulled them back in. Unfortunately for many, right in time for a 3.3% January correction in the S&P 500 Index.1 We understand if...
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Bright Spots In Emerging Markets Debt
Investors have justifiably focused on emerging markets (EM) recently. Substantial price declines, emergency monetary policy meetings and violent protests are certainly attention grabbers. The portfolio...
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