Category - Need To Know

Need To Know

San Diego – Here I Come – March 29, 2018

San Diego – Here I Come I am planning a trip to San Diego to meet with clients in order to review their accounts. I am tentatively looking at July and will be staying at the Hilton San Diego Resort and Spa. While I am there I will be meeting...

Need To Know

Risk Review – Feb. 26, 2018

    Most people don’t worry about risk in their portfolios until they lose an amount of money that makes them uncomfortable. As a risk manager, I usually get the most inquiries into my services after the stock/bond market has fallen...

Need To Know

Bonds – A Ticking Time Bomb (Part 2)

This email is meant as a follow-up to my last update on bonds and bond yields, titled: Bonds – A Ticking Time Bomb. I am sending this out separately from my weekly newsletter because I view this topic as being so profoundly important. Evidence...

Need To Know

Bonds – A Ticking Time Bomb

 Bond yields have been falling for 35 years. Think about that for a second. In 1981 the yield on a 10-Year Government Bond was over 15%. Now it sits at around 2.3%. Bond prices are inversely correlated to bond yields. As a result, Treasury Bond...

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