2018: Bond Discontent
2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
The basics of multi-factor investing
I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P...
Help clients leverage real estate’s investment clout and tax advantages – FinancialPlanning.com
When Charles Paikert of Financial-Planning.com explored aspects of real estate investment to minimize taxes, he contacted Cardan Partners co-founding parter Marti Awad for perspective. From Mr. Paikert’s report: “With interest rates at extraordinary lows...What investors should know about options – U.S. News & World Report
When U.S. News & World Report wanted perspective about options, it contacted Cardan Capital Partners co-founder Marti Awad. From the report: “Options: most financial experts either love them or hate them. “Geared toward the sophisticated investor,...Sorting the junk from garbage in building a high-IQ bond ETF – Bloomberg
Bloomberg recently contacted Cardan Capital Partners co-founder Matt Papazian to discuss investors’ challenge to separate trash from junk bonds. From the report: “For investors struggling to separate the trash from junk bonds, fund provider WisdomTree...INVE$TOR HAIKU
Do you haiku? We do — and we’ve started sharing our incredibly witty poetry on Twitter under the name @InvestorHaiku. Follow for a laugh — and please tweet your Finance/Economic themed verses of 5-7-5 our way.