Archive
Rebalancing Portfolios
June 29, 2018
We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
Stocks, Bonds & Interest Rates
March 30, 2018
Investors are often apprehensive about how changing interest rates will affect their investments. Record low bond yields look poised to break out of a 6-year range. Will rising rates squash stocks? Burst bonds?
Tax Cuts and The Stock Market
December 22, 2017
Congress passed a new tax plan this week. Much anticipation and debate surround the effect of these tax cuts on the GDP, and by implication on the stock market. What realistic expectations can we have in the near term?
Worst Month – September Or October?
September 18, 2017
Is October the worst month of the year for stocks, or has it taken the blame for September? Sensationalism is a mainstay of articles on seasonal or calendar investing. We’ll take an objective, Coherent approach to stock market seasonality.
Dividends & Your Statement
June 7, 2017
June brings some extra dividends from funds which pay semi-annually. It’s also when investors have more difficulty understanding their account statements. A basic knowledge of dividends and how they’re reported can replace frustration with understanding.
Coherent Investor: Indices, Benchmarks, & Performance
March 17, 2017
Have you watched The Dow thinking why your stock portfolio is acting differently? Have you wondered what to expect in good markets or bad? Learning simple facts about indices, benchmarks, and performance strategies will shed light on many questions.
Coherent Investor December 2016
December 15, 2016
After a rough start, 2016 appears to be headed into a good close for equity markets. In this last 2016 issue of the Coherent Investor series, we review possibilities for 2017 earnings. We consider variables from three perspectives, fundamental market drivers such as sales and margins, cyclical and seasonal factors, and finally economic conditions.
Coherent Investor September 2016
September 19, 2016
From time to time, it is important to step back and review the bigger picture, where we have been and where we are now, so that we can better assess what might be ahead. This is one of those times. After all, it is the market’s price movement which pays investors.
Coherent Investor June 2016
June 16, 2016
Will the Fed raise short-term rates this year? How have their decisions affected stock and bond markets? The salient question is what the market thinks The Fed will do. Get ready for some objective answers.
Market Update February 2016
February 22, 2016
Since we began reducing exposure on July 15, we have been monitoring the market to determine a relatively low risk re-entry point. Our intent is to put cash back to work over time, as we sense the market is looking to start a new up-trend. In this Market Update we wish to update you, our clients, on our perspective of the current markets and our near term outlook as these relate to how we manage your portfolios.