Mulholland & Kuperstock Asset Management Chief Investment Officer Stephen Mulholland, CFA appeared on the Schwab Network with Caroline Woods. The prescient topic of discussion was why investors should wait to extend the duration of their bonds.
Ever since the Federal Reserve began increasing interest rates, after 12 years of zero percent, it has been tempting for investors to rush in and lock in the new higher yields. But, the bond market counsels patience, and we think it is wise for investors to heed the message.
This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
Bill Gross lays out a cogent case for why bond and stock markets remain overvalued. Short-term US Treasury Bills remain the one large US asset class offering higher than expected returns.
How can we have useful models that forecast performance a decade from now, but tell you nothing about the short or intermediate term? We believe that the journey you have already partially completed informs the rest of the trip.
Trend following is a an investment methodology that can reduce financial anxiety while still preserving returns.