Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.
Do you ever feel like your portfolio is a beach ball randomly bouncing around a stadium?
If that describes your recent experience, it’s easy to understand why. The S&P 500 was down over 13% last quarter. Now the index has staged a monster rally this quarter—bouncing back by 13%. Why such a dramatic reversal?
Would you trust a teenager to manage your life savings? What about a 94-year old?
Most activities have a certain age where folks enter their prime.
For instance, if you’re a professional football player, that's considered the mid-to-late 20s—when players have a few years of NFL experience and physical skills remain near peak levels.
Around a year ago, I wrote a post about how I use the annual forecasts of Wall Street strategists to deduce a range for where I think the market will finish the year.