Why a Passive Investment Strategy Won’t Work in Today’s Financial Climate
The investment landscape is currently undergoing a massive shift. Although it’s true the market fluctuates, returns on a normally reliable 60/40 portfolio of stocks and bonds declined by 17% during 2022. The last time the return of a balanced portfolio was well into...
What the Dot-Com Bubble Can Teach Us About Investing Today
Although we cannot know what the future may bring, reflecting on the past will allow us to make better predictions about what is to come. Based on the dot-com bubble era insights, we believe that investors, depending on their financial situations and risk/return...
Flight to Money Funds Is Adding to the Strains on Small Banks
“The bottom line is, deposits were really taken for granted for a very, very long time because of the zero interest rate environment, and now that’s completely changed.” Joseph Plevelich, our senior research analyst is interviewed by Bloomberg regarding the current...
