Are You Saving Enough for Retirement?

Retirement should not scare you, as long as you have saved for it. But, that’s where many people seem to be lagging behind. Studies show that Americans are not saving enough, while traditional sources of retirement income (from employers and government) are facing challenges. Defined benefit plans from employers have almost become obsolete in the […]

Small-Caps or Large-Caps? There’s Another Answer.

Investors often ask me which style and/or category of stocks they should favor in the current environment. Is now the time to own large-cap stocks? International? Maybe load up on value over growth? Small-cap? In reality, a broadly diversified equity portfolio should probably have some level of exposure to each category, with some categories overweighted […]

Is the Tech Sector Turning Sour?

The U.S. technology sector was raging in their rally until Friday – when investors decided to pull the brakes. So, is the party over for tech stocks, or is this just an inevitable correction? As the best performing sector in the S&P 500 this year, U.S. Technology stocks have quickly become fund managers’ darlings. According […]

Are Stocks and Bonds Giving Contradicting Signals About Investor Sentiment?

U.S. stocks are rallying. But so are bonds! Increasing stock prices signal investor optimism about risk assets, but compressed bond yields reflect a rush to ‘safety’–  both of these are happening at the same time. So, are investors confused? Or, is there more to this seeming paradox? Is the Reflation Euphoria Losing its Steam? The […]