April 17, 2020 Financial Perspectives
Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
This year has reminded us of the many important roles that fixed income can play in portfolios.
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.