Looking back at 2023, one thing we can reflect on is the winding road we navigated along the way. The last several years we’ve had alternating results and abnormal returns. In 2020, the S&P fell more than 33% before recovering before year’s end to finish up 18%. In 2021, the...
One of the largest competitors to the stock and bond markets is real estate. In the United States alone, real estate is worth $47 trillion in June 2023, according to Benoit Properties.1 Owning real estate has been the cornerstone of the American Dream since the Pilgrims landed four hundred years...
During the time I was writing this, I was interviewed for a podcast in which I discussed this very topic. To listen, click here.
For most of the last two decades, bond mutual funds were an easy and convenient way to purchase bonds. However, as rates fall, you are getting diluted by new...
