Insights

Retirement planning starts with a vision that gets you excited and passionate. In this video, I walk through 3 exercises that can help you get clear about the things and people you want to devote time to in order to live a fulfilling retirement.

Investors worry about deploying capital into the market at all time highs. They also worry about deploying capital into the market after a correction. But, what does history tell us about market returns in each of these scenarios?

"Should I simply get out of the market and wait for the dust to settle?" This is a question that many investors have asked themselves so far in 2022. They may even have acted on it. While getting out of the market may feel satisfying for a short period of time; historically speaking, it has been a bad way to manage your investments during downturns.

If the year were to end today, it would mark the single worst year for the US bond market in history. So, what should fixed income investors do about it? In this short video, I show how the bond market has rebounded after significant drops.

Our default emotional setting in volatile markets is to "do something". We want to avoid danger, or possibly take excessive risks in order to make back our temporary losses in a short period of time. Most of the time, the ideal strategy is to simply do nothing. But, there is one thing that you can do which allows you to reverse your default emotional settings and do something helpful for your portfolio - that is to rebalance.

How do yield curves work? How does a bond fund manager navigate global yield curves and generate higher expected returns? I walk through some examples in this video.

Every investor wants to pursue the highest possible return with the lowest level of risk or fluctuation. What most people don't understand is that over the long run, risk and return are tied at the hip - if you want to earn higher returns, you need to be prepared to accept more short term fluctuation in your investments.

In this video I talk about the relative prices of growth stocks and value stocks through time. I demonstrate that value stocks are historically cheap right now. This may provide an opportunity for investors to diversify into an asset class that has the potential for higher returns going forward.