Most investors have an investment portfolio that’s exclusively made up of stocks and bonds. Adding holdings that provide other sources of income and capital gains makes good sense. There is one area I’ve used for several years and continue to be excited about – “core” real estate.
I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.
The stock and bond markets are always looking ahead. Unfortunately, we are terrible at predicting the future – especially in the financial world – and the talking heads on TV are no better.
Investing in the bond market is especially tough right now. Click to watch a quick video that explains how the dynamics are different and how MILE Wealth is protecting client portfolios against likely interest rate increases.
The Dow Jones Industrial Average closed down 1,175 points today and the media is jumping all over the news. Let's put today's drop in context.
One of my personal rules of investing… don’t bet against Warren Buffett. In late 2007, Buffett entered into a $1 million bet that the S&P 500 index would outperform a portfolio of funds of hedge funds. What lessons can be learned?
After my Uber driver bragged that he had just bought $1,000 of Bitcoin, I decided I should share some of my thoughts about digital currencies as an investment opportunity.
Hurricane Harvey has drenched Texas, with some areas receiving over 50 inches of water in what many are calling a 1,000-year disaster. Are you wondering how the stock market reacts to natural disasters?
In January of 2017, the Dow Jones Industrial Average crossed the 20,000 milestone. A little more than 6 months later, the DJIA crossed 22,000. Let’s examine the history of the DJIA, how we got to 22,000, and where we might be going.
If you have a look at my bookshelf, you will see the books are focused on finance, evidence-based investment strategies and happiness. Happy Money is a great combination of all three.
Just how big is this industry? How many fireworks shows are put on across the country? And how expensive is it to do?
Over the past several years, the performance of international markets has trailed the markets here in the United States. Will the trend continue this year?