Electing a 2020 Portfolio
As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not the best predictor of stock …
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Tag: portfolio management
Fragasso’s Decade in Review – The 2010s
Many news outlets do a “Decade in Review” piece at the turn of a new decade and, not surprisingly the most talked about topics in many of those pieces were …
A Look Back on 2019, Part 1
January We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a Polar Vortex caused some 100 million people in the United …
Are Stocks Still Relevant?
The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial news reports on daily fluctuations …
The Investment Industry Today and Tomorrow and What That Means to You
The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will provide perspective. The formal origins …
Investing for Women
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors used when constructing investment portfolios …