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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Quarterly Market Review – 2018 Q3

As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 – along with the usual flurry of “decade after” reflections. As of quarter-end, as reported by Morningstar, “Following […]

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The Antacid for Market Turbulence

Let’s be clear: We did not wish for, nor in any way cause a tumble in the markets, especially among tech stocks. That said, we could not have come up with a more telling illustration to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest […]

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Correlation – An Underappreciated Partner

Here at Shoreline we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into mumbo-jumbo yet to be translated. Consider us your interpreter. Today, we’ll explore correlation, and why it matters to investing. A Quick Take: Correlation Helps People […]

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Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the ”lost decade”[1] can help illustrate several periods that may have led market […]

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Quarterly Market Review Q1 2018

If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility-fueling news in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull.  Download PDF As usual, there are plenty of potential culprits to […]

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The ABC’s of Behavioral Biases

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being.  As investors, we leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards. All the while, we rush into nearly every move, […]

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