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...]

3 Ways 2012 Changed the Investing World Forever

investing lessons

2012 has been a very interesting year for the bond market, with many lessons for investors.  Here are the top 3 ways we think the year changed the investing world forever: 1) Guaranteed Positive Returns Disappeared: Retirees and Near Retirees Are … [Read more...]

What the Fed’s New Policy Means For Bond Investors

The Fed Balance Sheet

Last week the Federal Reserve, made a very unusual announcement. It declared that it would could keep interest rates low as long as unemployment was above 6.5% and inflation was below 2.5%. As of the end of November 2012, the unemployment rates … [Read more...]

Why are Bill Gross’s Number 1 Picks not Part of His Total Return Fund?

Bill Gross Investment Ideas

What are Bill Gross’s Best Investment Ideas? Picks Commodities like Oil and Gold U.S. Inflation-Protected Bonds High-Quality Municipal Bonds Non-Dollar Emerging-Market Stocks Pans Long-Dated Developed-Country Bonds in the U.S., … [Read more...]