May 20, 2019: Morningstar Portfolio Manager Awards
Morningstar announces its first outstanding portfolio manager award. We review the two bond funds managed by the managers in this category.
May 13, 2019: Total Return Bond ETFs Review
We again review total return bond ETFs and point out that they are now fairly competitive. Portfolios using these ETFs as candidate funds can be used as ‘cash’ substitute during a market stress.
May 6, 2019: Global Allocation Revisited
US large companies have become more global and thus, asset allocation should be adjusted to accommodate this.
April 29, 2019: Asset Trend Review
We review major asset trends and point out that the recent stock strength is not yet uniform enough.
April 22, 2019: The Current State Of Fixed Income
We look at the current fixed income/bond markets and observe that they are now somewhat stabilized but still are adjusting to economic reality.