Chart of the Month – April 2025
Category: Investing » Interest Rates
Are bonds an income generator—or just dead weight? Let’s find out.
Chart of the Month – January 2025
Category: Investing » Interest Rates
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – November 2024
Category: Investing » Interest Rates
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
Chart of the Month – August 2024
Category: Investing » Interest Rates
Chart of the Month – May 2024
Category: Investing » Interest Rates
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
The Seesaw of Finance
Category: Investing » Interest Rates
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Chart of the Month – Nov 2023
Category: Investing » Interest Rates
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
Time to Revisit Your Cash Reserve Fund
Category: Investing » Interest Rates
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Chart of the Month – April 2025
Category: Investing » Interest Rates
Are bonds an income generator—or just dead weight? Let’s find out.
Chart of the Month – January 2025
Category: Investing » Interest Rates
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – November 2024
Category: Investing » Interest Rates
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
Chart of the Month – August 2024
Category: Investing » Interest Rates
Chart of the Month – May 2024
Category: Investing » Interest Rates
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
The Seesaw of Finance
Category: Investing » Interest Rates
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Chart of the Month – Nov 2023
Category: Investing » Interest Rates
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
Time to Revisit Your Cash Reserve Fund
Category: Investing » Interest Rates
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Chart of the Month – Sept 2023
Category: Investing » Interest Rates
The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.
Chart of the Month – Aug 2023
Category: Investing » Interest Rates
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Chart of the Month – July 2023
Category: Investing » Interest Rates
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.