investments

How to Protect Your Wealth in Retirement

Stop holding on. May 2020 The investment approach that got you to retirement is unlikely the right approach to get you through retirement. The financial assets you have to fund your retirement most likely came from savings and investment gains. It was the saving contributed to IRAs, 401(k)s, pension plans, whole life insurance, etc. that …

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The Elephant in the Room

November 1, 2019 Like many other large wealth managers, Morgan Stanley is expecting lower forward returns for diversified buy and hold portfolios. They recently published their forecast of a 2.8% average annual return over the next 10 years for a 60/40 stock-bond portfolio. Moreover, they say investors will have to accept much higher volatility in …

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Tied After 27 Years

February 6, 2019 Since April of 2014 Trendhaven has been managing client accounts in a strategy that has just completed its 27th year. The tactical approach using high-yield bond funds has been very successful in achieving its absolute return investment goal. Only two calendar years had a modest negative return, and maximum drawdown net of …

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Virtual Reality

June 27, 2018 The common wisdom of the investing world is that as you age, your risk tolerance should diminish. After all, you don’t have as much time to make up for investment losses that will come around every so often. The advisory and investment products industries have done a thorough job of selling the …

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Tied After 26 Years

January 9, 2018 Since April of 2014 Trendhaven has been managing client accounts in a strategy that has just completed its 26th year. The tactical approach using high-yield bond funds has been very successful in achieving its absolute return investment goal. Only one calendar year had a slightly negative return, and maximum drawdown net of …

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