David SchawelInvesting in a low interest rate environment: Should individual investors change their approach?Individual investors are facing the reality of low interest rates and an inability to meet previous return expectations from fixed income…Sep 29, 2020Sep 29, 2020
David SchawelTerminal GrowthAfter a bumpy 18–24 months, the S&P 500 exploded 9% higher in the fourth quarter of 2019. There’s always a challenge when trying to back…Jan 23, 20201Jan 23, 20201
David SchawelWhy individual investors are so prone to speculateEvery few years the investment community sits back to digest the aftermath of a spectacular failure driven by greed or a particular moral…Oct 28, 2019Oct 28, 2019
David SchawelInvesting as a hobbyTime. We never have enough of it, and we frequently look back wishing for a few hours more per week. The Bureau of Labor Statistics…Jun 10, 2019Jun 10, 2019
David SchawelWhy an obsession with the S&P 500 is unhealthy for individual investorsIt’s understandable for investors to ask, how is my portfolio doing?. When the average investor thinks about how the market is performing…Apr 9, 2019Apr 9, 2019
David SchawelThe Yield Curve is Flat, What Maturity Bonds Should I Buy?Since the conclusion of the financial crisis, bond investors have looked ahead with anticipation that interest rates would one day…Feb 26, 2019Feb 26, 2019
David SchawelReturn of Mid-Caps?With 2018 in the books, many investors have had time to reflect on a year in which almost every asset class (outside of cash and short…Jan 9, 20191Jan 9, 20191
David SchawelA Long and Cold NovemberEach time I would return to my home town of Chicago in the winter, after being away for many years, I was always quickly reminded by…Nov 15, 2018Nov 15, 2018
David SchawelHow frequently should the average investor check their account balances?Since the end of September investors have been somewhat surprised by the rapid drop in equity prices (as of October 29th the S&P 500 fell…Oct 30, 2018Oct 30, 2018
David SchawelWhat inning is the market in today?Being asked a question framed incorrectly is frustrating as no matter how you answer, you’re ultimately doomed from the start. Such is the…Aug 27, 20181Aug 27, 20181
