by Derek Hernquist | May 26, 2022 | Appearances
We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity Analyst/PM Key topics covered: Double...
by Derek Hernquist | Apr 25, 2022 | Blog, Financial Planning
As discussed in a prior post, the order in which returns accrue can be the difference between a comfortable retirement and one facing some tough budgeting decisions. The sequence of market returns is out of the investor’s control, but addressing this risk...
by Derek Hernquist | Apr 21, 2022 | Appearances
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle...
by Derek Hernquist | Apr 15, 2022 | Blog, Bonds, Macro Updates
Flashing back a year, when bonds felt a bit more alive than dead. Originally posted in our Content Hub last March but the concepts remain important… Rates Are Moving Interest rates – just look at what the yield (the interest rate) of 10-year...
by Derek Hernquist | Feb 8, 2022 | Market Updates
“Risk isn’t what you think is going to happen, it’s what hurts if it does happen.” David Dredge, Convex Strategies Reading and listening to David Dredge has been a joy; it’s a great thing to see how a practitioner can...
