//
archives

Archive for

What is a Core – Satellite Investment Strategy

The Core – Satellite investment approach is a strategy that dictates a significant allocation in a portfolio to “Core” type investments or funds, and reserves a smaller allocation for investments and strategies considered to be satellites to the core portfolio holdings.   Typical core investments might be a portfolio of blue chip stocks or funds, … Continue reading

Bond Ladders vs. Bond Funds

Fifteen years ago when, when someone asked me if they should invest in a bond fund or create a bond ladder, I always told them that a ladder was preferable, assuming you had enough money to properly build one. After seeing what happens to ladders in real life over time, my thinking has evolved.  In … Continue reading

September Market Review

Stocks fought off a hurricane, a trade “war”, and a fed rate  hike to reach new all time highs during the month of September.  The SPDR S&P 500 ETF (SPY)  finished the month with a total return of 0.5% for the month and a year to date return of 7.6%.    The NASDAQ as measured by … Continue reading

Receive notifications of new posts by email.

To subscribe enter your e-mail address and then activate via a confimation e-mail sent to the address provided.

Barnhart Investment Advisory

Twitter