INSIGHTS
Market Commentary Q2 2014
By: Matt Garrott Returns were positive across almost all asset classes in the second quarter. The Barclays Aggregate Bond Index was up 2.0%. Municipal bonds popped up 2.6% and TIPS rose 3.8%. Foreign bonds were up 2.8%. US Large Cap stocks as measured by the S&P [...]
BIPS (Burrito Inflation-Protected Bonds)
By: Matt Garrott According to the Wall Street Journal, London restaurant chain Chilango is selling bonds maturing in four years that yield 8%. Normally, this would be a non-story, but on top of the 8% yield, investors who part with at least £10,000 also get a [...]
Stop Chasing Your Tail
By: Matt Garrott Investors who alternate between chasing returns and safety wind up in the same situation as a dog chasing its tail – out of breath, dizzy, and living off of dog food. The notion that there is some strategy where the investor can perfectly [...]
Why Settle For Mediocre Returns?
By: Matt Garrott Why would anyone buy an index fund and guarantee an average return? You don’t want to be average, do you? Average is for losers! Or so you might think if you watched CNBC all day. In reality, the index outperforms active managers more [...]
An Investment Portfolio Check-Up
By: Dan Gaugler The best investors ignore the conventional Wall Street blabber about stock-picking, market-timing, and beating-the-market. They know investing is not a game. The returns you seek are actually there for the taking. You just need a disciplined approach and a long-term view. Investing is [...]