+1 (650) 687-7089 ariadne@appreciatefinance.com
Addressing Concerns About Fixed Income Markets

Addressing Concerns About Fixed Income Markets

Last week’s extraordinary 75 basis point rate hike from the Federal Reserve was the latest development in a challenging year so far for fixed income markets. Through June 15, the broad U.S. fixed income market was down 11.7% as measured by the Bloomberg U.S. Aggregate...
Advice for investing during turbulent times

Advice for investing during turbulent times

Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares valuable considerations to keep your...
The Cost of Trying to Time the Market

The Cost of Trying to Time the Market

The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. Get the PDF at this link
Boring investing

Boring investing

One of my mantras is that investing should be boring. This article spells out why long term plain vanilla investment plans tend to create more wealth than exciting GameStop type, adrenalin and drama -filled ones.
How retail investors are changing market movements

How retail investors are changing market movements

Financial markets have done well so far in 2020, despite the difficult situation with COVID. Some say retail investors are changing the nature of market movements and reactions by behaving differently than institutional ones. Read more...