Recent News and Articles
CJM Video Market Update: January 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss what happened in markets in 2022 and our thoughts looking ahead in 2023.
Reflecting with Pride
As many people reading this are already aware, I am “retiring” from direct work with clients at the end of 2017. So what can I say about our business after 30+ years? First, there have been many changes since 1978. The growth of automation with computers and software has been staggering, and all this automated support allows us to analyze more numbers and define alternative choices for our clients. There are multiple ways to achieve an objective, and some of them are easier and faster than others. Helping you define the best way to accomplish your objectives is more [...]
Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure
With the Federal Reserve getting ever closer to finally increasing interest rates, bond investors have been looking for categories that will offer some measure of protection from the expected decline in bond prices that comes with higher yields on Treasuries. One asset class that seems to be set up to weather a slow rate of interest rate hikes by the Fed is high yield bonds. Also known by the unfortunate name of “junk bonds,” high yield bonds are issued by companies that have a below-investment-grade credit rating. These companies need to pay a higher interest rate on [...]
Kevin’s Corner: REITs – Leading the Pack Again
It has been seven years since we emerged from our last recession. The broad stock market indexes have performed extremely well over that time to reclaim their record highs but one sector stands out by leading all other asset classes in returns for five of the past six years and through the first half of 2016 – real estate investment trusts (REITs). Asset Class Returns Source: JPMorgan Asset Management REITs invest in all areas of real estate – apartments, retailers, hotels, healthcare facilities, warehouses, etc – and have benefitted as real estate values and occupancy rates have [...]
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