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Inflation Could Be Coming, Are You Ready?

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility...

Do Bonds Really Offset the Stock Market’s Declines?

A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s...

If Inflation Returns, Bond’s Diversification Power May Disappear

When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look like a reliable way to...

Essentially Nothing. That’s How Much Bonds May Return Over Next Five Years

The golden age for buying and holding bonds may be coming to an end. And that could come as a...

January Could Make History With Small-Caps Leaving Large-Caps in the Dust

January is starting out where 2020 left off: small-caps are leaving large-caps in the dust. So far, the Russell 2000...

Bond Market Bears Growling as 1% Is Breached

Whether you know it or not, your life and business are run based on the yield of the 10-year Treasury...

It’s Getting Harder to Fund Retirement Using Bonds

Inflation is eating part of your retirement plan. Sure, it looks like investment grade (IG) corporate bonds have a nice,...

7.9 Trillion Reasons Not to Fight the Fed, ECB, BOJ or BOE

If record high stock prices and record low yields on corporate bonds in the middle of a global pandemic seem...

Russell 2000 Versus Apple Shows Trend Reversal Has More Room to Run

Horizon Investments’ tactical investing style can think of no better example of the value of being nimble than the reversal...

Sorry, Pfizer, Your Covid Vaccine Won’t Protect Bond Investors From Rock-Bottom Interest Rates

There’s a torrent of good Covid vaccine news over the last two weeks. Pfizer and Moderna’s candidates exceeded expectations in...

Momentum Is No Longer King of the Stock Market, Vaccine Will Raise New Royalty

A powerful earthquake shook the core of many investment portfolios Monday. The rout for the Dow Jones U.S. Market Neutral...

Equities Price Out the Risk of a Dramatic Policy Overhaul

The long-expected stock market rotation to beaten-down small-cap and value stocks will have to wait another day.  Mega-cap technology stocks...

Retirement Planning: Are Investors Underestimating Longevity Risk?

Risks investors face in retirement Could you be underestimating the chance that you’ll outlive your retirement savings? Investors in retirement...

How Can You Reduce Longevity Risk for Retirement Investors?

According to a recent Morningstar report, nearly $2 trillion in assets are invested in target date funds, strategies representing the...

Markets Ignore Increasing Odds of Policy Shift in Washington

According to PredictIt, the odds of a Democratic sweep come November have significantly increased since late March. Last year, the...

Retail Sales: Two Ways to Look at the Same Data

The U.S. retail sales report for the month of May came out Tuesday. The topline figure increased a staggering 17.7%...

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