by Brian Jacobs | Feb 22, 2024 | Blog, Investment Concepts
A common debate in the world of investing revolves around the timing of market entries. While it is true that stocks can underperform cash, especially over shorter time frames, the long game tells a different story. In this post, by highlighting the consistent and...
by Brian Jacobs | Feb 5, 2024 | Blog, Investment Concepts
Which diversifier added to a balanced portfolio at a 10% weight is more likely to result in a portfolio with higher returns and lower volatility? Asset A: Expected annualized return: 4% Annualized standard deviation: 3% Correlation with existing investment:...
by Brian Jacobs | Jan 23, 2024 | Blog, Investment Concepts
In a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome shift from a decade of near-zero rates. In this post, we’ll outline another reality: while rates...
by Brian Jacobs | Jan 16, 2024 | Blog, Investment Concepts
Markets at Highs: A Pathway, Not Obstacle, to Strong Market Returns The recent resurgence of global stocks, with many (especially those within the United States) edging closer to new all-time highs, has sparked apprehension among some investors. However, contrary to...
by Brian Jacobs | Jan 9, 2024 | Blog, Investment Concepts
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded dollar growth Compounding > Couponing Compounding, the process where reinvested earnings...
by Brian Jacobs | Dec 13, 2023 | Blog, Investment Concepts
* For the purposes of this post “cash” is meant to be synonymous with 3-month treasury bills* Investors face a dilemma. Should they embrace the incremental risk of bonds, when cash could potentially match or even exceed their returns? This post aims to provide...
