by Brian Jacobs | Jul 31, 2024 | Blog, Investment Concepts
For many, owning a home is primarily about having a place to live, fundamentally a form of consumption. However, real estate is often viewed as a safe bet for building wealth. While calculating the true returns on a home investment can be complex, especially when...
by Brian Jacobs | Jul 23, 2024 | Blog, Investment Concepts
When investing in investment-grade bonds, many investors might be surprised to learn that the vast majority of returns come from coupon payments rather than price appreciation. Historically, 99% of the return of the Bloomberg Aggregate Bond Index can be attributed to...
by Brian Jacobs | Jul 16, 2024 | Blog, Investment Concepts
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and stability. But what if the stability component is less likely to help the next time equities take a...
by Brian Jacobs | Jun 17, 2024 | Blog, Investment Concepts
For investors seeking to outpace the standard gains of the broader equity market, leveraging market exposures during favorable conditions presents a compelling strategy. This isn’t just about adding risk, it’s about doing it with a plan; capitalizing on favorable...
by Brian Jacobs | May 31, 2024 | Blog, Investment Concepts
Investors are always looking for ways to enhance returns, such as seeking alternatives that can provide higher yields without excessive risk. Traditional high-yield bonds can offer attractive yields and potential returns but come with significant volatility and...
