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...]

A Conservative Asset Allocation For Income-Focused Investors

retirement

Despite the headlines that make it seem as if every baby boomer is going to struggle to pay the bills in retirement, there are some people who have done an excellent job saving for their post-full-employment years.  For those people, the challenge … [Read more...]

Nobel Laureate + Bond Guru = The DoubleLine Shiller Enhanced CAPE Fund

schiller-fund

The DoubleLine Shiller Enhanced CAPE Fund is an equity fund that combines the investment strategies of both Jeff Gundalch and Robert Shiller. Witnessing a need for sector selectivity in the stock market, and basing this selectivity on Robert … [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...]