Insight2Markets: Inversion Diversion

How to choose a financial advisor

Inversion Diversion A frequent question of late is what to make of a flattening yield curve and what action should we take? In short – the yield curve is used as a tool which can illustrate high probability recession risk with considerable lead time of about a year and should not affect drastic portfolio decisions […]

Sequence of Returns

Sequences of returns risk

Sequence of Returns One of the biggest risks to a successful retirement plan is sequence of returns risk. Also known as timing risk, sequence of returns risk is the potential for lower or negative returns during the initial period in which the investor makes withdrawals from a portfolio. If left undefended, sequence of returns risk […]

Risk

Risk Investing and risk go hand-and-hand, and generally speaking, the more risky an investment is, the greater the potential return. Different investments have different types of risk. Some risk can be eliminated or at least minimized through diversification, but there is an inherent risk in investing regardless of which type of investment you choose.

Active vs. Passive Investing – An Unbiased Look at The Two Strategies

Active vs. passive investing

Active vs Passive Investing What is active vs passive investing? Active and passive management are talked about a lot these days. With all of the rhetoric, we rarely see anyone truly going through the two strategies without pushing for an angle or adding a sales pitch to the end. This can make it difficult to […]