Why is a Properly Diversified Fixed Income Portfolio so Important Today?

strategy-compass-ss

We have a decidedly middle of the road view on growth and inflation (both should be positive, but moderate). As such, we favor neither long-duration nor short duration strategies. A long duration strategy can leave investors exposed to significant … [Read more...]

Asset Allocation of Bonds

allocation

One of the biggest questions facing investors of all ages and risk tolerance are what percentage of their portfolios should be devoted to bonds? It’s actually a very broad question with no one-size-fits-all answer. The best we can do is lay out some … [Read more...]

If The Smart Money Is Selling, Should We Be Buying?

Stocks-and-Bonds

An interesting question was raised in a Wall Street Journal article this week. The article was titled “New-issue Flurry Hints at Trouble,” and the question was this: “When new issues become as massive as they are today, can it mean that markets … [Read more...]