Vistica Blog
The Trouble with Convenience
BAM Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.
Financial Planning for Investors in Their 40s
Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first.
Planning a Successful and Meaningful Life in Retirement
Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement.
Does Money Buy Happiness?
Larry Swedroe, Chief Research Officer for the BAM ALLIANCE, looks at why understanding how wealth affects happiness can play such an important role in retirement planning.
Bear Markets to Be Borne With Equanimity
The inability to control one’s emotions in the face of uncertainty is why so few investors earn market rates of return and thus fail to achieve their objectives.
Do You Want to Buy What’s Cheap or Expensive?
Investing in emerging markets entails accepting greater political risk, market risk and currency risk. However, bearing such hazards is the “price” you pay for earning an expected long-term return premium.
Putting Panic Into Perspective
Investing in stocks is always risky. Thus, there's never a green light letting you know when it's safe to get back into equities. It's my experience that once you panic and sell, you're almost doomed to fail. Which is why it's so important to have that well-thought-out plan in place.
Explaining the Currency Carry Premium
We access the carry trade in a diversified way (across stocks, bonds, commodities and currencies)—which greatly reduces the crash risk—through investments in AQR’s Style Premia Alternative Fund (QSPRX) and Alternative Risk Premia Fund (QRPRX).
Are Corporate Bonds Worth the Risk?
Risks inherent in corporate bonds (credit, liquidity and call) tend to show up at exactly the same time as equity risk. While Treasuries tend to serve as a safe harbor during the storms that impact equities, corporate bonds do not.
If opportunity doesn’t
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