Tech Stocks & International Markets

The US stock market has significantly outperformed international markets over the last decade. One reason for this is that the global technology sector has found a home in the states. Compared to other countries, the US share of tech stocks is double in some cases. 

Math is Hard

Numbers don't lie, but they sure can be confusing. In this blog post we discuss managing expectations when it comes to investment returns and how averages can be misleading. 

The Risk-Return Relationship

We take risks every day of our lives; some small, some large. But regardless of the size, the reason for taking a risk should - in most cases - be the same: Growth. 

Purposeful Capital

Whatever your intentions are with your investments, it is very important to have them - intentions that is. Purposeless capital can be dangerous capital. In this blog post we discuss the value in earmarking not just some of your money, but all of it.

The Big Three

They are pretty much household names at this point: The S&P 500, The Dow Jones Industrial Average, and The NASDAQ. in this week's edition we explore their origins and what makes them all so different. 

Its All Relative

Rules of thumb in finance can be difficult to sustain. Every investor has different circumstances which he or she must consider. From risk tolerance to savings rates, its all relative. 

Q1 2021: A New Bond Market

During the first quarter of 2021, we observed one of the most consistent trends in economics: when interest rates rise, bond values fall. This week's blog takes a closer look at interest rate risk, and why it may be here for awhile. 

What's the Alternative?

The "alternative" investment space has been getting a lot of attention as of late. Alternatives have been around a long time but they are certainly getting more creative. Let's explore what they are and how they are changing. 

Risks of Real Estate

Real estate is one of the oldest investments in the books, and it can be as lucrative and rewarding as it is risky and emotional.

Target Date Funds

If the idea is to "simplify" your investment strategy, target date funds often fall short of that goal. To make our case we examine funds sharing the same target date to highlight just how different these products can be.