Authors: Marc Odo

18.02.2020

Timing Is Everything—Or Is It?

It’s often said that “timing is everything.” Or is it? Investment outcomes are impacted by timing, like when to enter...

13.02.2020

How to Address Recency Bias with Clients

When investors place greater importance on newer information and discount the value of older information, it can lead to poor...

14.11.2019

The Dangers in High Yield Bonds and Collateralized Loan Obligations (CLOs)

The massive issuance of leveraged loan products and the looser lending standards have increased the risk of high yield bonds...

12.11.2019

The Importance of Avoiding Big Losses

The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses...

24.10.2019

The Risks in Corporate Bonds

With Treasury yields so low, some investors look to corporate bonds to fill their income and return needs. However, investors...

15.08.2019

Three Risks Facing Treasury Bonds

There are numerous risks working against treasuries, corporate, and high yield bonds that pose tremendous challenges to their traditional roles...

19.07.2019

The Bleak Future of Bonds

For decades bonds have played a dual role in most investor portfolios: providing income and capital preservation. Going forward, however,...

26.05.2019

Examining Effectiveness of Target Date Funds

Examining Effectiveness of Target Date Funds Download PDF Easy Does It or Easy Doesn’t Do It? It’s fair to say...

28.03.2019

Harnessing the Power of the Rule of 72

If an investment can consistently return 7.2% rate of return, investors may not need to chase returns in riskier investments...

14.03.2019

Ten Years of Bull

March 9th marked the 10-year anniversary of the bull market following the Global Financial Crisis. The S&P 500 bottomed at...