by Trendhaven Editorial Staff | Jun 17, 2018 | Investment Theory
June 27, 2018 The common wisdom of the investing world is that as you age, your risk tolerance should diminish. After all, you don’t have as much time to make up for investment losses that will come around every so often. The advisory and investment products...
by Trendhaven Editorial Staff | Jan 9, 2018 | Investment Trends
January 9, 2018 Since April of 2014 Trendhaven has been managing client accounts in a strategy that has just completed its 26th year. The tactical approach using high-yield bond funds has been very successful in achieving its absolute return investment goal. Only one...
by Trendhaven Editorial Staff | Oct 20, 2017 | Investment Strategy
October 20, 2017 I received a beautiful brochure from JP Morgan Asset Management that said that their SmartRetirement strategies have been widely recognized for their strong risk adjusted and consistent returns. These are target date funds that invest in other funds...
by Trendhaven Editorial Staff | Mar 8, 2017 | Investment Theory
March 8, 2017 By Michael Choniski, Trendhaven Investment Management “Your assumptions are your windows on the world. Scrub them off every once in a while, or the light won’t come in.” – Isaac Asimov Isaac Asimov Our desire for reasoned cause and effect is strong. It...
by Trendhaven Editorial Staff | May 9, 2015 | Investment Trends
May 9, 2015 Even though buy & hold investing using modern portfolio theory has worked well during bull markets for stocks, it can become a dangerous approach quickly. Current market conditions suggest a more active approach is well advised. Apply it to a focused...
