With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk areas. Formerly hot groups drenched with elevated risk like solar energy (NYSEARCA:TAN) and biotechnology stocks (NasdaqGS:IBB) have fallen out of favor and are down more than 20%, putting them into bear …
Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like my latest Portfolio Report Card on a $823,000 portfolio for a couple from Oregon, are joint accounts. Joint accounts involve multiple people with varying personalities which can be challenging. Ideally, the joint …
Can a Marriage of Investing Opposites Produce a Good Outcome? Read More »