Sector tilting during cycle phases is one way to improve your risk-adjusted performance.
Picking the few "monster" stocks among the many thousands of underachieving ones is extremely difficult. But for those who guessed right and had the discipline to stick with those winners through bull and bear markets, the rewards have been truly remarkable. Here are the 20 best-performing stocks of the past 30 years.
Of all the arguments put forth by market pundits and talking heads about the coming end of the current bull market, the weakest is that it is “long in the tooth.” I get this argument, but it doesn’t make sense. Other bull markets have lasted far longer than this one.
Which is more important to your clients – hitting a net-worth target (money) or getting to financial security as quickly and safely possible (time)?
I'll drill down into who are the world’s wealthiest people, where they live, where they went to school and other characteristics.
I'm going to lay out the bull and the bear case. You can decide which is more compelling.
The yield curve recently inverted, and market pundits are frantically forecasting the next recession. Why is this getting so much financial media attention and causing alarm among the investment cognoscenti?
A groundbreaking study in 2006 by Annamaria Lusardi and Olivia S. Mitchell found that investors who have taken the time to do some planning, even a little bit, ended up with two- to three-times more money at retirement than investors who didn't do any planning.
This article focuses on chapter 15 in Jeremy Siegel’s book, Stocks for the Long Run. I show the importance of implementing a recession-based strategy to avoid the most severe market declines.
Now that we've had a correction, where are we likely headed next? In this letter to clients, Erik Conley looks at the prospects for more new highs and the likelihood of more downside to come.
The number-one skill elite gamblers and investors cite is the ability to calculate the odds of winning or losing on any hand, bet, trade or strategy. Those who do the calculation have a distinct advantage over those who don’t.