by Brian Jacobs | Aug 19, 2024 | Blog, Investment Concepts
Stock buybacks are a frequent corporate practice that often sparks debate and confusion. As a means for companies to return excess capital to shareholders, buybacks can seem complex and sometimes even controversial. However, when you peel back the misconceptions, the...
by Brian Jacobs | Aug 16, 2024 | Blog, Investment Concepts
When it comes to investing, there’s a widely held belief that bonds are the safer choice, particularly for those with substantial wealth. After all, if you’ve amassed a significant amount of money, why expose yourself to market movements when you can lock in the...
by Brian Jacobs | Aug 5, 2024 | Blog, Investment Concepts
The Cyclically Adjusted Price to Earnings (CAPE) ratio, introduced by Nobel laureate Robert Shiller in 1988, has long been a cornerstone of market valuation metrics. By smoothing earnings over a decade, it aims to provide a more stable, long-term perspective on market...
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...
