I am often asked what an individual investor should be focused on. In my mind there are 6 key Investment Principles.

The risk return balance among financial instruments may have changed, and it may be time to look outside the box and look at the “A” word.

The idea of a GAP year has led to discussions around how this might affect the use of 529 accounts. Would there be any negative financial consequences for a 529 Account owner? Or the student beneficiary?

My new normal is captured in the picture above – drinking my way through my wine cave way too fast! In the finance world, I would dare to say not much has changed.

This is Part II of the blog I did last month – Bonds Behaving As They Should – Part 1. You can catch-up here. We were discussing the recent bond market gyrations and why investors should not be surprised.

During the late March 2020 market meltdown, I remember reading a lot of commentary about the problems in the bond markets. It was like a highlight reel from the 2007 – 2009 Great Recession. Déjà Vu all over again.