Hope is Not a Strategy

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...

Tied After 27 Years

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...

Tied After 26 Years

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...

Clear, Simple and Wrong

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...