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...
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...
