Investment Management

focusing on the horizon- tuning out the noise with valuations and returns

Focus on the Horizon: Tuning Out the Noise with Valuations and Returns

Valuations of publicly traded companies are a frequent topic of conversation among investors and for good reason. Valuation ratios tell us the price of stocks relative to fundamentals like earnings, sales, and book value. In other words, valuation ratios are an excellent way to understand the long-term attractiveness of groups of stocks relative to: a) …

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Investing Through Tough Times: Bonds Edition

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 …

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great real estate debate

The Great Real Estate Debate: Public vs. Private

 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 …

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