Inflation Or Not, The Bond Market Is No Safe Haven For Investors

Everyone was eager to put 2020 behind us, yet the Covid hangover lingers.


Advisors Must Rethink What a Modern Portfolio Looks Like

The last month has been a particularly choppy one for markets, with the CBOE Volatility Index (VIX) spiking more than 80% during October. It’s clear the combination of rising interest rates, mounting trade tensions and looming recession fears are setting in.

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Rethinking Investment Returns & How Math Impacts Results

Do investors really understand the math behind investment returns? Many investors make their investment decisions based upon emotions like fear and greed. They do not understand the math that drives successful long-term results and why this is important. Understanding the core mathematical principles driving investment returns can help investors make better investment decisions. The paper will focus on four core, interconnected mathematical principles, all of which are instrumental to achieving better investment results over time: 1. The importance and power of compounding 2. The value of avoiding large losses 3. The importance of variance drain 4. The importance of a non-normal distribution of returns These core principles are often overlooked, ignored, or misunderstood by investors and will be explored in this paper for the purpose of strengthening the decision-making process. There are a lot of misconceptions amongst investors as it relates to equity investment returns, hedged equity returns, and the math behind them. The goal of this paper is to establish that certain mathematical principles support the usage of a hedged equity approach over other traditional equity approaches for long-term investment growth.

The Mathematics of Diversification

Although it is certainly possible to go overboard with the mathematics when it comes to portfolio optimization, we will keep it simple and straightforward in this discussion.

Seeing the Forest for the Trees: The Role of Investment Yield in a Portfolio

Chasing Investment Yield or Total Return - How investors may be missing the big picture when chasing yield from fixed income in a low yield world.