The primary purpose of bonds is to reduce overall volatility of the portfolio, but as we are seeing today, that doesn’t mean they can’t lose money. Understanding how bonds work is important because it can help you feel more confident in this part of your portfolio and...
Interest rates have been on the rise since 2013, but the latest move by the 10-year U.S. Treasury above 3% has brought the trend to the attention of more individual investors. If you’ve been feeling curious or questioning your own bold holdings lately, let’s take a...
Last week’s volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint. Perhaps it felt scarier because 2017 was extremely unusual in that there was essentially no volatility. The chart below groups...
Building the perfect portfolio doesn’t matter one bit if it doesn’t align with your willingness and ability to take risk. Evaluating your own risk tolerance is difficult for individuals because of the emotions that are intertwined with investing. Even the...
