Category Archive for "Market Strategy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Stock Market Update, Thoughts on Apple and Facebook, and “Pop Icon” Stocks

Stock Market Update, Thoughts on Apple and Facebook, and "Pop Icon" Stocks The S&P 500 has continued its rise upward in a steady and orderly fashion. This is a good sign that long-term investors are reallocating their portfolios back into equities. I am currently seeing few signs of the volatility that accompanies short-term market swings. In addition, ...

When Do Bond Funds Become Risky?

I've long been an advocate for more transparency in investor portfolios. Over the years, I have seen numerous investors who walk into my office and have no idea how their previous advisors had managed their money. When I ask them what their previous advisor's strategy had been, the response I often get is "my advisor has ...