Investing Insights

Quick Takes

Receive one email a month with only our best investing insights and market commentary.

No spam, we promise. We do not share or sell your information. Unsubscribe anytime.

Quick Takes is where we post our short articles about investing, portfolio design, markets and risk management.

Check out our Investing Insights to gain access to our detailed research or our quarterly podcast Investing Insights for the Modern Investor.

Latest Post

Risk Assets Continue Their Rise

For another quarter, regardless of pandemic uncertainty, most major asset classes continued to see positive performance and produce gains. Market indexes made new highs throughout the quarter. The performance of high-quality credits reminded us that inflation concerns are broad in the market and the inordinate appetite for risk continues to grow as investors seek gains in an environment where asset valuations continued to be higher than we’ve ever seen.

Read Now »

Post Archive

The Best Kept Investing Secret

We explain the best kept secret in investing and how this secret can help you dramatically increase the wealth you accumulate from your investments and at the same time lower the risk of your investment portfolio.

Read Now »

How to Maximize Your Social Security Benefits

Deciding what age to begin claiming your Social Security benefits is one of the most important retirement decisions you will need to make. Your decision can change the amount you receive in your monthly benefits check by as much as 76%!

Read Now »

The Agony and Ecstasy of Great Investing

Most people would jump at the opportunity to improve the long-term performance of their investment portfolio by 20%, 30% and maybe even more than 50%. The good news is this type of performance improvement from your investment portfolio is possible and does not require picking the best mutual funds or finding the next hot stock.

Read Now »

Mutual Funds Are Not A Good Investment

Nearly half of American households invest in mutual funds. However, popularity doesn’t equate to quality – investing in mutual funds can be a poor investment strategy. If you own mutual funds, you may be surprised to hear our reasons why mutual funds are not a good investment.

Read Now »
Close Menu