As with most investors, our goal is to maximize the total return that we receive from an investment (within a risk-adjusted framework). Total return is comprised of two components: 1)the income received (interest from fixed-income investments and dividends received on equity investments), and 2)...
Emotions can cause investors to do the wrong thing at the wrong time. We all know, rationally, we should buy low and sell high. Yet emotions can cause investors to do just the opposite.
A common question that I frequently hear from our clients at The Fiduciary Group is “how can we invest fresh cash in stocks and bonds when prices seem so high?” Stock indices have repeatedly set new records this year, and bond prices have moved higher as yields have hovered near historic lows....