Trends with Benefits

Trends with Benefits

We believe two investment factors can offer prudent, effective approaches to thinking about and acting upon investments, trends and correlation. Trends We’re not talking about stock market trends. Instead, we favor using demographic and economic trends to help...
Correlation Revisited

Correlation Revisited

Ryan Litfin & Dale Creed Francis often use the word “non-correlated” to identify an important characteristic of investments. Some readers and Financial Fortitude radio show listeners might be unfamiliar with its meaning, or maybe they could use a quick refresher...
Ring of Fire

Ring of Fire

Many investors overlook a critical distinction: Allocation versus diversification. The two aren’t the same. Broad allocation is what many mutual funds do by owning the securities of hundreds of issuers. Allocation addresses the “don’t put all your eggs in one basket”...