by Henry Miketa | Jun 22, 2021 | Investments
Investing in fixed income is one of the most important parts of portfolio construction, yet it is often overlooked and misunderstood by individual investors. Fixed income investments are a powerful tool for achieving a portfolio’s objective, serving as the main...
by Henry Miketa | Jun 21, 2021 | Investments
Investing for the long‐term is critically important and can have life‐changing benefits for disciplined savers and investors. The approach we examine below is simple and straightforward, and the results are profound – maximize your contributions to tax‐advantaged...
by Henry Miketa | Jun 21, 2021 | Investments
Dollar cost averaging is a common investing approach that has proven itself over long time periods. Put simply, dollar cost averaging means consistently and systematically investing money into an investment. One of the main benefits from dollar cost averaging is that...
by Henry Miketa | Dec 7, 2020 | Future, Investments
“Given the current interest rate environment and the projection of such, we think that the inclusion of an interest rate factor in the valuation of equities has become an important facet to consider – equities should no longer be valued in isolation anymore.”1 –...
by Henry Miketa | Dec 7, 2020 | Future, Investments
What a year it has been. You have to go back nearly a century to find a similarly disruptive year (the Spanish flu of 1918, The Great Depression starting in 1929 and lasting until 1933, World War I and II). The global coronavirus pandemic has impacted everybody,...
by Henry Miketa | Dec 4, 2020 | Future, Investments
“Patience is a Virtue”. We have all heard the phrase, likely echoed down from a parent or grandparent at a time when it was the last thing we wanted to hear. The proverbial phrase was first coined in the 14th century by the English poet William Langland in the work...
