January 4, 2012 | Even with the Standard & Poor’s 500 Index down 19 percent since the bursting of the technology bubble in 2000, it’s been no lost decade for stocks.
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Investment Planning
5 Questions for Thomas Bohjalian on Real Estate (Bloomberg)
December 26, 2011 | Despite a weak job market, landlords are finding ways to hike rents. That’s helping real estate investment trusts, or REITs, that own multifamily housing complexes across the U.S. Americans age 20 to 34 – considered the “prime renter group” – face an unemployment rate of almost 11 percent. Against that backdrop, it's striking how much more landlords are able to charge tenants. According to Bloomberg data, multifamily housing REITs boosted apartment rents 4.6 percent in the past year.
Could It Be True, Is Your DC Metro Area Home Really One Of The Best Performing Investments In Your Entire Portfolio?
May 10, 2011 | Believe it or not, for many local residents, it is true. Generally speaking [and from FJY’s perspective] your primary residence should not be considered an investment in the true sense of the word. However, the returns on your initial down payment can be quite impressive.
Strategic Asset Allocation
January 24, 2011 | In the wake of our most recent financial crisis, many investors began asking the question “How can I avoid another 2008,” or “What could we have done differently?” This ultimately led to their questioning of the investment philosophy which they had previously thought could “weather any storm.” Traditional methods like that of “buying and holding” seemed outdated, and diversification no longer appeared to be a way to reduce one’s risk in using a variety of asset classes; or to quote an article I recently read “diversification looked as though it fails us when we need it most.”
Some FJY Rebalancing Principles
April 9, 2010 | We’ve all heard it; buy low, sell high. It is the best way to make money in the markets. That is, if you can do it. The rebalancing discipline we use at FJY forces us to buy low and sell high, and by doing so, provides us the opportunity to benefit in two ways. By periodically rebalancing your portfolio we reduce the risk of your portfolio and increase the returns of your portfolio over the long run.
Managed Futures: An Overview
October 25, 2009 | Futures began in the mid-19th century with the establishment of central grain markets, where farmers could sell their products either for immediate delivery or forward delivery. These "forward contracts" between two parties to buy or sell at a certain future time for a specified price became the forerunners of today’s exchange traded futures contracts.
Roger Gibson Visits FJY
August 19, 2009 | On April 23rd, Roger Gibson, CFA®, CFP®, spoke with FJY clients and friends on the topic of Multiple Asset Class Investing. Gibson is a well-known author and financial advisor and an internationally recognized expert in asset allocation and portfolio design. He is the Chief Investment Officer of Gibson Capital Management, Ltd. and author of the book, Asset Allocation: Balancing Financial Risk. Much of the conversation was focused on what Gibson believes are the four key determinants of portfolio performance.
Can You Predict the Next Bubble? (Behavior Gap)
January 11, 2012 | Being able to predict the future holds a lot of appeal, particularly bubbles. But trying to foresee when bubbles will pop is just another attempt to time the market.