Posted on Monday, August 28, 2017 by Michael McKeown, CFA, CPA
In designing portfolios, we talk about the term ‘weight’ as a percentage of the total portfolio to asset classes, strategies, and styles. We throw around the word like everyone knows the meaning as we intend. However, this is not always the case!
Posted on Monday, August 14, 2017 by Michael McKeown, CFA, CPA
A little over a month ago, my wife and I got a puppy. Before you say anything – I know – what were we thinking taking on this challenge?
Posted on Thursday, July 6, 2017 by Michael McKeown, CFA, CPA
It’s an unavoidable truth: Markets need more buyers than sellers to push prices higher.
Posted on Wednesday, July 5, 2017 by Michael McKeown, CFA, CPA
This week the U. S. of A. celebrated two important milestones.
Posted on Friday, May 19, 2017 by Michael McKeown, CFA, CPA
Housing is an important component of the U.S. economy. Monitoring this sector’s strength and growth trend has forecasting value. Housing prices are looking to continue increasing and driving the U.S. economy.
Posted on Thursday, April 27, 2017 by Michael McKeown, CFA, CPA
While the industry may call using index funds ‘passive,’ the investment process does not have to be.
Posted on Monday, April 24, 2017 by Michael McKeown, CFA, CPA
Aurum Wealth Management summarizes the latest investment news including: The U.S. economy, European stocks look cheap and could be seeing a turn in earnings, Corporate credit spreads and REITs.
Posted on Friday, March 17, 2017 by Michael McKeown, CFA, CPA
During the previous business cycle, the Federal Reserve raised interest rates 17 times in increments of 0.25%, taking the Fed funds rate from 1.00% to 5.25%. The committee increased rates at each meeting over 24 months from June 2004 to July of 2006. While the Federal Reserve controls the Fed funds rate, it influences the bond market.
Posted on Wednesday, March 1, 2017 by Michael McKeown, CFA, CPA
I have a confession to make. Despite Warren Buffett being the most successful investor of all time, I never was really interested in him. He felt like the mega-band that everyone already knew about; like proclaiming U2 was your favorite band at the peak of Bono’s popularity.