Fixed Income

It has been almost a year since we announced that we had divested our portfolio of its remaining exposure to international stocks. We explained the reason why in our August 2020 post, Why We Sold All Our International Funds—that it doesn’t make sense to take the additional risks of investing in international stocks in return for …

Why We Don’t Invest in International Stocks—Part Two Read More »

In many conversations with clients who want to know more about how we construct our portfolio, questions about our feeling about bonds keep coming up. As we wrote in a recent post (Are bonds safer than stocks?), we have reduced the amount of bonds in our portfolio because, among other reasons listed, we find that …

Bonds for Retirees? Not So Fast Read More »