Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
International Stocks – Are they necessary?
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
International Stocks – Are they necessary?
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Is there conclusive evidence that one sector is better than another when it comes to returns?
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
