Long-Term Investment

In my years of advising clients, I have encountered a persistent and dangerous misconception: the belief that bonds are growth […]

In my years of analyzing companies, I have learned that the market’s excitement often revolves around stories and projections. But

I have constructed and deconstructed countless investment portfolios over my career, and I have found that the difference between a

I have always viewed the bond market as the silent, steadying partner in the often-noisy marriage of a diversified portfolio.

I have constructed and analyzed countless portfolios throughout my career, and I have arrived at a singular conclusion: the most

I often hear from new investors who are drawn to bonds for their perceived safety and, most importantly, their promise

I have spent my career building portfolios designed to withstand market shocks and deliver consistent, long-term results. In that pursuit,

I have witnessed countless market cycles, and through every one, the same pattern emerges. Investors become infatuated with the soaring

I have sat on both sides of the table: as a consultant advising plan sponsors on their fiduciary responsibilities and

In my years of portfolio management, I have watched investors meticulously analyze equity ETFs while giving their bond holdings only

I have guided investors through multiple market cycles, from the dot-com bust to the global financial crisis to the recent

As a finance professional, I have guided countless individuals through the often-opaque world of employer-sponsored retirement plans. These plans are