by Marshall Schield | Jul 28, 2021 | How I See It
In the Proactive Advisor Magazine article “Bonds are not carrying their weight. Looking for an alternative?” from earlier in 2021, we pointed out that bonds contributed just 15% to the return of a traditional 60% equity/40% bond allocation for the past...
by Marshall Schield | Feb 10, 2021 | How I See It
The “Oracle of Omaha,” Warren Buffett, has been warning investors about bonds for the past decade: “Right now bonds should come with a warning label.”—2011 Berkshire Hathaway shareholder letter While the safety of investments in things like bonds are...
by Marshall Schield | Aug 12, 2020 | How I See It
The market has already rallied sharply off the lows from earlier this year, but history shows that more gains—maybe another 20% or 30% or more—may be on the horizon. Is the recession over? It became apparent in early June after the release of the April...
by Marshall Schield | Jun 10, 2020 | How I See It
Or will it become a fatality of COVID-19? The prognosis remains unclear, but we believe the bull market will return healthy and ready to run. The big risk is that the economy will fail to respond significantly to the massive fiscal and monetary...
by Marshall Schield | Feb 19, 2020 | How I See It
“China is the biggest driver of global growth so this [coronavirus] couldn’t have started in a worse place,” said Alec Young, managing director of global markets research at FTSE Russell, to CNBC at the end of January. “Markets hate uncertainty, and the...
