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 | 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 | 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 | May 6, 2015 | Investment Strategy
May 6, 2015 One should learn to sail in all waters – Italian proverb For yield and less interest rate sensitivity, high-yield bonds look attractive Current market conditions suggest that a more active management approach may be in season There are more than a few...
by Trendhaven Editorial Staff | Sep 29, 2014 | Investment Strategy
September 29, 2014 In this corner, you, Mr. Individual Investor and your trainer Modern Portfolio Theory. In the other corner, Mr. Market. He doesn’t care about your plan or your theories. Every so often he will try to punch you hard right in your Efficient Frontier....
