Why Should You Diversify?

Why Should You Diversify?As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World […]

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What is the Yield Curve?

Road Signs Set

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)!  Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments? A Tour […]

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Family Financial Instructions

By GARDNER SHERRILL |Investor’s ColumnDecember 2, 2018 This is Only a Test – Your Financial Fire Drill Every family has their own way of managing financial responsibilities. Generally, I see one spouse who takes the financial lead while the other manages other sundry obligations. My wife pays our bills while I manage the remainder of […]

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