What is your advisor or broker’s investment style?

What is your advisor or broker’s investment style?

What is your advisor or broker’s investment style? For many people, the answer is “I don’t know, but as long as it makes me money, I’m good.”  This is not a horrible answer. However, one problem with not knowing is the element of SURPRISE. People do not like surprises when it comes to their portfolios.  You may be …
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Bonds in a rising interest environment

Bonds in a rising interest environment

Bonds in a rising interest environment The general rule of thumb with bonds is prices tend to go down as interest rates rise. Of course with any theory there are exceptions, however, the reasoning behind it is reasonably straight forward. It helps to understand some bond basics. A bond is essentially a loan you make …
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Seasonality: Sell in May and go away?

Seasonality: Sell in May and go away?

“Seasonality: Sell in May and go away?” Last Friday was May 1st. For many, this date signifies the real beginning of spring, welcoming “May flowers” and the holiday May Day. In the investing world, it is the trigger point for some investors of an old stock market adage “Sell in May and go away.” This …
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Sector Rotation

Sector Rotation

“Sector Rotation” Over the past couple of weeks we have mentioned the international equity sector gaining momentum and potential portfolio changes as a result. This idea of making portfolio changes based on the change in leadership or ranking is all part of a strategy we utilize called Sector Rotation. Sectors are specific sub-categories of a …
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