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How Rising Rates Affect Your Portfolio

Percentage Sign

With the Federal Reserve having recently raised interest rates for the fourth time since the financial crisis, we thought it was an opportune time to discuss how changes in interest rates affect you as an investor. In this article we discuss the role of interest rates in an economy, how those interest rates change over time, and how those changes affect the value of different components of your portfolio.


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Posted in: Bonds Federal Reserve Interest Rates Investment Insights Risk

How to Predict Future Stock Market Returns

How to Predict Future Stock Market Returns

Every year, top Wall Street analysts put their thinking caps on and try to forecast the upcoming year's market return. The result of their analysis usually comes in the form of "price targets" which indicate where major indexes such as the S&P 500 are likely to be at year end. While price targets have little value themselves, what is valuable to investors is having a framework in which to view future returns.


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Posted in: Asset Allocation Dividends Earnings Investment Insights Psychology Stocks

Diversification: Friend or Foe?

Diversification

The age-old idea of not having all your eggs in one basket is considered timeless wisdom, but could it be working against you? In truth, diversification is a double edged sword. The benefit that it provides comes at a mighty cost. When it comes to investing, most individuals aren't aware of the hidden price they pay for this so-called "free lunch."


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Posted in: Asset Allocation Bonds Investment Insights Risk Stocks

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