Investment Outlook Blog

The 10 year treasury yield crept higher towards 1.63% this week and investors remain cautious towards technology stocks. High beta and speculative stocks are most sensitive to rising interest rates because it affects the capital asset pricing model calculations and...

The 10 year treasury yield briefly touched 1.60% and the equity market reacted very violently. The hardest hit stocks continue to be technology names and the cause could be a rising discount rate. When investors try to find fair value for a stock, they use the capital...

Dion Rincon and Paul Clay do not have a business relationship and neither party was compensated for making this video. This content makes no claim of guarantee. It is your responsibility to speak to a tax professional and find out what is appropriate for your...

The cycle into value and energy is beginning to slow and investors are reloading into more speculative and growth stocks. Only time will tell when the market will begin looking at fundamentals again and in the meantime, risk management will be key to avoid a tail...

The most speculative asset classes and securities have been on tear higher to start 2021. The performance of stocks such as Tesla have been dizzying and investors must question when to trim holdings. Record gains in portfolios aren't real gains until a security gets...

Setting a budget is one of the most common New Years Resolutions and it is made easier by talking to Amelia "Mills" Bender from Mills Knows Bills. In this video, Amelia highlights some important topics relating to setting a budget and goals for 2021. Amelia works with...

It's a New Year and that means it's time for a new financial you! In this video we talk with Amelia "Mills" Bender from Mills Knows Bills about how to get on the right financial path in 2021. She details some factors to consider when creating a budget and common...