The past month has been a little bumpy in the market. Since September 18th, the S&P 500 is down a little more than 6%—reminding us of a very important (although often forgotten) point: The stock market can go both up AND down. We’ve had a great run over the past five years, but at some point corrections do happen. What’s... Read More
Recently, the Oregonian ran an article on Intel’s retirement plan and their use of hedge funds investments. If you didn’t get the chance to read it, the article discusses Intel’s use of hedge funds in its retirement plans and “forcing” company contributions into them. The author wrote that his “logic board” locked up upon this discovery. (It may be time... Read More
Two roads diverged in a wood, and I - I took the one less traveled by, And that has made all the difference. -Robert Frost "The Road Not Taken" I had a conversation with a friend recently regarding the merits and joys of running. My friend told me about a run one early, weekend morning. He watched a perfect Portland... Read More
Recently on the Cordant blog, we examined equity valuations in the US market, and whether US equities are unreasonably expensive. We concluded that while US valuations are high, they are not wildly so - and could very well remain high given the current low rate, low inflation and low volatility environment.While predicting a market correction, or timing the market in... Read More
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch US Equity Valuations The last five years have been pretty great for equity investors — particularly investors in US equities. The US equity market rewarded investors with an 18% annualized gain over the last... Read More
"What does it cost?" It’s no secret that effectively managing your wealth requires an intentional approach to selecting your investments. But what many don’t realize is the importance of identifying and considering the costs associated with certain investment vehicles. Investment fees can be a big detractor from the net returns you end up realizing in your portfolio. Therefore, it’s crucial... Read More
Previously on the Cordant blog, we discussed the importance of building an optimized portfolio in retirement. Taking an intentional approach to selecting and managing your assets is crucial to developing an effective investment strategy – particularly in retirement, when these decisions can have a significant impact on the amount you can prudently spend. While building an optimized portfolio is important,... Read More
Preserving your quality of life in retirement is no simple task. It requires not only a holistic approach to your overall wealth management, but also a deliberate focus on building an optimized portfolio. Being intentional with your investment decisions can add tremendous value to your portfolio in retirement. Therefore, when designing a portfolio and managing your investment assets in retirement,... Read More
