June 2019
Believe it or not, there are now over $13 trillion worth of bonds that are trading at negative interest rates.  Money-losing unicorn stocks are able to IPO at valuations worth tens of billions of dollars.  Interest rates have plummeted with the 10-year Treasury bond now circling around 2%.  Lingering in the background of this environment,...
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We’ve written about sequence risk on many occasions in the past.  While most investment projections are based on average returns, the reality is that returns don’t happen that way.  There is a sequence to them, and for those recently retired, or close to retirement, sequence risk is an extremely important consideration. Losses taken early in...
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