by Trendhaven Editorial Staff | Jul 1, 2021 | Investment Trends
July 2021 … even when it triumphs over experience When the tech bubble burst around the turn of the century about 58% of Americans owned some stocks, and they took a horrific beating. So, the Federal Reserve Bank lowered the Fed Funds rate by about 5.4% from December...
by Trendhaven Editorial Staff | May 1, 2020 | Investment Strategy
Stop holding on. May 2020 The investment approach that got you to retirement is unlikely the right approach to get you through retirement. The financial assets you have to fund your retirement most likely came from savings and investment gains. It was the saving...
by Trendhaven Editorial Staff | Nov 1, 2019 | Investment Theory
November 1, 2019 Like many other large wealth managers, Morgan Stanley is expecting lower forward returns for diversified buy and hold portfolios. They recently published their forecast of a 2.8% average annual return over the next 10 years for a 60/40 stock-bond...
by Trendhaven Editorial Staff | Oct 1, 2019 | Investment Strategy
October, 1st 2019 Most investors, happy with the performance of their (mostly passive) portfolios over the last decade, are understandably reluctant to divert funds from their trusted advisor who has done so well for them since the last major market crash… which is by...
by Trendhaven Editorial Staff | Feb 6, 2019 | Investment Trends
February 6, 2019 Since April of 2014 Trendhaven has been managing client accounts in a strategy that has just completed its 27th year. The tactical approach using high-yield bond funds has been very successful in achieving its absolute return investment goal. Only two...
