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Portfolio goals

What is an Investment Policy Statement (IPS)?

Submitted by Desmond Wealth Management, Inc. on November 9th, 2019

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

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The Viability of the Value Premium Part V: What Matters in the End

Submitted by Desmond Wealth Management, Inc. on November 2nd, 2019

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

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Value Judgments: Viewing the Premium's Performance Through History's Lens

Submitted by Desmond Wealth Management, Inc. on October 12th, 2019

There’s a misconception in the markets: value stocks have lost their vigor.

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QUARTERLY MARKET REVIEW - Q3 2019

Submitted by Desmond Wealth Management, Inc. on October 8th, 2019

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

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The Viability of the Value Premium Part IV: Future Expectations

Submitted by Desmond Wealth Management, Inc. on September 28th, 2019

If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

 

Going Global

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The Viability of the Value Premium Part III: The Investor's Long Haul

Submitted by Desmond Wealth Management, Inc. on September 8th, 2019

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

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Recent Market Volatility

Submitted by Desmond Wealth Management, Inc. on August 26th, 2019

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

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The Viability of the Value Premium Part II: Historical Context

Submitted by Desmond Wealth Management, Inc. on August 11th, 2019

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

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Records Are Made to Be Broken

Submitted by Desmond Wealth Management, Inc. on August 1st, 2019

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

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The Randomness of Global Equity Returns

Submitted by Desmond Wealth Management, Inc. on July 22nd, 2019

Investment opportunities exist all around the globe. 

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