How Have Foreign Bank Stocks Performed Year-to-Date 

The equity markets in the have recovered strongly so far this year. The S&P 500 is up about 10% YTD. But not all sectors are performing well. For instance, tech stocks have had a great run but the banking sector is having one of the worst years since the Global Financial Crisis (GFC) of 2008-2009. …

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Why Own Bonds in a Diversified Portfolio

Bonds are an important asset class to own in a diversified portfolio. Bonds offer many benefits such as providing a stable income, relatively better safety with high-quality bonds, preservation of capital, etc. Another important point to note about bonds is that they tend to cushion a portfolio during adverse equity markets. To put it in …

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The Two Fast-Growing Money Market Funds

Money market funds have become one of the attractive asset classes to own this year. Some of these funds are yielding between 4% to 5%. The extreme volatility in the equity markets and investors’ looking for decent yields are helping these funds gain huge inflows. Though these funds are not FDIC-insured and have risks investors …

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Why Dividend Growers Are More Important To Total Returns Than Dividend Payers

Dividends are an important part of total returns when investing in equities. Dividends account for large differences in returns between price returns and total returns. In addition to that, dividend growers are more important for the growth in total returns. The following chart shows the stark differences in return between the S&P 500 Total Return …

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