News and Insights

News and Insights » Posts by: Eric

When Rates Go Up, Do Stocks Go Down?

Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.1  It follows that an investment strategy based upon attempting to exploit these sorts of changes isn’t likely to be a fruitful endeavor. Despite the unpredictable nature of interest rate changes, investors may still be curious about what might happen to stocks if interest rates go up.

Unlike bond prices, which tend to go down when yields go up, stock prices might rise or fall with changes in interest rates. For stocks ....

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Posted: July 14th, 2017 @ 12:00am by Eric

Ready to retire? Don't rush your Social Security start date

This Vanguard Research Insight piece examines retirement income and the upside of delaying Social Security payments.

Click here to read the article.

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Posted: April 11th, 2016 @ 3:34pm by Eric

High-powered Ph.Ds have built AQR into a $141 billion investment giant

“Brainpower:  John Liew, Cliff Asness, David Kabiller and a team of high-powered Ph.Ds have built AQR into a $141 billion investment giant that gets impressive returns in good markets and bad.”

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Posted: March 15th, 2016 @ 4:48pm by Eric

The New Normal

What’s “New” about a New Normal?

The concept of a new normal is anything but new. In fact, throughout  modern history, periods of economic upheaval and market volatility have  led people to assume that life had somehow changed and that new economic  rules or an expanding government would limit growth. What they could  not see was how markets naturally adapt to major social and economic  shifts, leading to new wealth creation.

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Posted: October 20th, 2015 @ 3:57pm by Eric
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RIAs ask: Should clients worry about the steep drop in oil? A Vanguard economist explains.

The drop in oil prices has been in the forefront of many discussions recently. We would like to share Vanguard's insight with you and feel that it shares some positive light about what this means for you.

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Posted: January 30th, 2015 @ 12:29pm by Eric
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How Much Should I Save for Retirement?

Our friends at Dimensional came up with a great answer to this ever-looming questions.

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Posted: October 28th, 2014 @ 9:00am by Eric
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Tackling Diploma Debt

I recently read this article regarding student debt in the FA Magazine.  One of the better articles I’ve ever read on student debt and thought I’d share it as I feel it has some valuable information.

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Posted: September 9th, 2014 @ 5:07pm by Eric
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Lifestyle Planning with a Successful Investment Strategy

Read Eric's take on Lifestyle Planning in his article featured in the Utah Physician.

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Posted: June 6th, 2014 @ 12:00am by Eric
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Physician Financial Success

Josh Mettle with Citywide Home Loans interviews our own Eric Halvorsen on how physicians can avoid financial landmines.

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Posted: May 28th, 2014 @ 12:00am by Eric
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