Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
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?
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.
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?
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.
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.
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
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?
Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.
