If you’re searching for high yields, you’re bound to look into real estate investment trusts… Historically, they’ve offered some of the most attractive yields in the market. But as we learned in our “prudent yield hog” series a month ago, it’s naïve to just chase high-yielding stocks without doing a little bit of additional work. …
This Stock’s High Yield Is Less Risky Than It First Appears Read More »
A travesty is playing out in the investing world right now… “Safe havens” are disappearing. U.S. Treasury bonds and gold are the most notable safe havens. For decades, investors could park their money in these assets… And they could often make modest gains with relatively low risk. This blueprint worked perfectly for retirees… That’s because …
What the Death of ‘Safe Havens’ Means for the Market Read More »
Defying convention makes for great fiction… Legendary playwright William Shakespeare’s Romeo and Juliet is about a pair of young lovers who do just that. They go against their two families’ wishes and fall in love. In the end, Shakespeare’s masterpiece became one of the greatest pieces of fiction ever written… And 425 years later, it’s …
You’ve probably never heard of liability-driven investing – or the “bucket strategy”… But importantly, it was the strategy I used over my 25 years working for some of Wall Street’s biggest names. And it’s not only for the big money… You can do it, too! In fact, I believe the bucket strategy is the best …
You’re Going to Need a Few ‘Buckets’ in Retirement Read More »
This scenario plays out over and over again… A crisis occurs… The facts on the ground change… Things start looking up… And yet, the media keeps beating on the “fear” drum for many more months – or perhaps even years. You might remember the “double-dip recession” narrative from the 2008 housing crisis, for example. Cable-news …
Folks, we’re on the cusp of a major reshuffling in the stock market… The Federal Reserve announced last month that it plans to stop its bond purchases in March. After that, the central bank expects to raise interest rates – perhaps as many as three times in 2022. In other words… the cost of borrowing …
“Perfectionism rarely begets perfection, or satisfaction – only disappointment.” Those words of wisdom come from New York Times bestselling author and The Daily Stoic podcast host Ryan Holiday. They serve as a great lesson for investors, too… We all want to own shares of rapidly growing companies with other appealing traits. We seek great balance …
These Two Industry Stalwarts Avoid the ‘High-Yield Cliff’ Read More »
It’s not always fashionable to go with what’s “hot”… Sure, stocks can go on incredible runs when they first catch investors’ eyes. The COVID-19 pandemic provided two examples… Work-from-home superstar Zoom Video Communications (ZM) soared from about $70 per share at the start of 2020 to around $570 per share by mid-October 2020. That’s a …
If you’re familiar with Warren Buffett and Ben Graham, then you likely know “Mr. Market”… The mythic being came to life in 1949 in Chapter 8 of Graham’s classic book The Intelligent Investor. And he has matured over the past 72 years through Buffett’s repeated references. One thing is clear… Mr. Market is emotionally volatile. …
Mr. Market Is Still Emotional… But He’s Not as Crazy Read More »
Believe it or not, signs of economic slowing were once viewed as bad news for stocks. But “Dr. Doom” changed that with one legendary prediction on August 17, 1982… You see, former Salomon Brothers Chief Economist Henry Kaufman – known by the nickname “Dr. Doom” – had previously projected that deficit spending and a strong …
