Category: Investments
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Basics of Portfolio Construction
The 10-year annualized return on the US tech sector has been about 19.7%, vs. the total US market at 8.6%, US Small stocks at 7.7% and International at 4.9%. It seems pretty clear that tech has dominated, so why do most modern portfolios still include these other visibly underperforming assets…
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Premium vs. Discounted Bonds – Which is Better?
US Government bonds represent one of the largest and most heavily traded markets on the planet, and you’ve decided you need to own some. So which do you buy? This article will take a deep yet brief dive into the vastly different experiences an investor could have owning what look…
Wealth Studio 