Market Insights

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A lifetime of Income from The Classic 60/40 Asset Allocation

In recent years financial pundits have declared that the 60/40 portfolio is officially dead and...
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Investing With Confidence, Know Your Odds

For the average retail investor, trying to understand the financial markets can be extremely overwhelming...
Fundamentals

Investment Fundamentals Are the Key

For all Investors, whether retail or institutional, fundamentals should be driving the bulk of your...
Max profit

Maximizing your Investment Income

For most investors, simplicity is better. However, far too often investors have either too many...
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Why Do a Back-test?

First, what is a back-test? A back-test is going back in time to evaluate an...
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Beating the S&P 500 with the Best of the S&P 500

The debate continues about whether it is possible to outperform the S&P 500 over time....
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Diversifying your Equity Portfolio with Focus

How many stocks do you need to diversify your portfolio for adequate protection.  Well, it...
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The Investoristics 10

Most are familiar with the phrase, “Past performance is no guarantee of future results” which...
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Is Your Investment Strategy Off the Charts?

The literal answer to this question is probably yes but, unfortunately, not because you have...
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What to Expect After Market Returns of 20% or More?

When market returns are well above the average there is likely to be a reversion...