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 | 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 | 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 | Aug 11, 2014 | Investment Theory
August 11, 2014 For those with short term memories, it seems that the market for risk assets can only go up. Weak earnings season, prices go up. Ultra-slow “recovery”, prices go up. Geopolitical unrest? No problem, prices go up. Bad weather, prices go up. Since the...
