Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
Professor Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters …
Few people have all the time and money they want. Money squeeze is common, as is time squeeze, but each take different forms among the working class and the elite.
In these times of market anxiety, our emotions can get the best of us. While we cannot eliminate emotions, we can learn to manage them through cognitive reflection.
The U.S. stock market continues to record losses in 2022, and the U.S. economy shows signs that we are either in or may soon face a recession. Four charts help illustrate why we think sticking with stocks through tough times is still likely the better path forward for investors than jumping in and out of …
One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took two hours, but it saved him $2.99.” What a relatable tale. After all, who among us hasn’t found ourselves in situations where we are completely ignorant of the value of …
Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations. For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs over time or contribute to …
The Great Real Estate Debate: Public vs. Private Read More »
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