Category: portfolio management
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5 Long-Term Investment Lessons to Stay Global
Since the financial crisis of 2008, U.S. equities have earned substantially higher returns than international equities. Ken French’s data shows that the U.S. equity market has earned...
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Markets Rewarding Discipline
Major market events lead many investors to wonder whether they should make adjustments to their portfolios. Even though these events feel frightening in the moment...
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What Exactly Is the Yield Curve?
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing...
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Dividend Payout Rates Indicate What in a Global Market?
It’s been well-documented that stock prices tend to react positively when companies announce an increase in dividends. That’s in contrast to economic theory, which holds that companies...
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The Tao of Wealth Management
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for...
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Balance Your Career Risk with Investments for Success
Connecting Your Career With Your Financial Capital Part 3: Human Capital Risks and Expected Investment Rewards Last month we talked about how entrepreneurial and other...
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Connect Price and Expected Returns
It has been more than 50 years since the idea of stock prices containing all relevant information was put forth. Information might come in the...
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Do You Have a Full Line-Up in Investing?
Here at Cogent we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere...
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How Smart Investors Factor in Themselves as an Asset
Connecting Your Career with Your Financial Capital Part 2: Your Human Capital as an Investment Welcome back to our multipart series on how to balance...
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Is Investing a Science?
The market is unpredictable; however, there is a mountain of data and proven practices when it comes to investing. If you haven’t started investing, you...
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Timely Spotlight on the Market’s Peaks and Valleys
Today’s post may be one of my favorites, not only for its direct message, but because of the story behind it. I happened to write...
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How to Make Rebalancing Valuable to You
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there...
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