Everand Logo

Welcome to Everand!

  • Kiplinger

    Investment Strategies for the 4 Stages of the Economic Cycle

    by Sean Burke, Investment Adviser Sep 19, 2021 3 minutes

    My approach to investing is based on the economic cycle (see below). Our economy goes through different stages of the economic cycle, where different types of investments will do better or worse. At my firm, we adjust the general allocation of stocks, bonds and other investments based on where we are in the cycle and where we think we are going, as well as the underlying investments in sectors.

    Our goal is to manage the portfolio to find the highest potential rate of return for the least amount of risk (also known as risk-adjusted returns), adding growth potential during growth periods and adding principal

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger5 min read
    As the Market Falls, New Retirees Need a Plan
    Anyone newly retired or nearly so must feel like they have the worst timing in the world. A portfolio tends to be largest near retirement, just before those savings are about to be drawn down. These days, however, most portfolios have lost value; the
    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger3 min read
    I’ve Inherited a Lot of Money. Now What?
    It’s no surprise that many people who inherit millions of dollars are uncertain about what to do with their newfound wealth. The possibilities of becoming a multimillionaire overnight can be overwhelming, especially during a period when most are grie

    Related Books & Audiobooks