2021 2nd Quarter | Newsletter
Modern portfolio theory (MPT) Holds that investors get paid extra return for taking risk. The concept is simple but can be hard to implement without coaching and education, and it grew more important lately: Investors who take equity risk expect to earn extra return. Click on the link below to learn more. 2021 2nd Quarter […]
2021 2nd Quarter | Market Health Report
Market Recap Life is good for investors as returns from equity markets continue the expansion path of the past two and a half years. Yet, there continue to be concerns around markets being very high versus historical averages. The saving grace comes from extremely low bond and savings yields, so investors continue to invest where […]
