The Search for Income in Today’s Low Interest Rate Environment

A New Look at The Changed Role of Bonds at a Time of Paltry Yields Bonds have traditionally been included in portfolios because of their stability, the production of steady interest income and the certainty of principal repayment.  With current interest rates at three-decade lows – and likely to stay low […]


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12 Timeless Investment Lessons from Jason Zweig*

1. “The future value of every investment is a function of its present price. The higher the price you pay, the lower your return will be.” Value investors *price* assets based on their value *now* (based on data from the present) rather than make predictions about markets in the *future.*  Value investors […]


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Value v. Growth

  What stands out to you about the chart below? It plots the growth of $1 invested in two distinct U.S. stock strategies starting June 30, 1926 and ending March 31, 2014. By the end, the hypothetical investor who put money in the top strategy would have over 1,167 times more […]


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