Welcome to Our Blog

The Price of High Income

During the past two months, financial markets underwent one of their inevitable, periodic selloffs. From the October 3 peak to the November 23 low, the Standard & Poor’s 500 Index price change was -10.01%. Market commentators cited a variety of causes, including concerns about Fed interest rate hikes, signs of softness in the housing market, falling oil prices, and global trade tensions. Income investors were not spared in the selloff. But portfolios that were diversified across a variety of income instruments (such as bonds, preferreds, REITs, MLPs, dividend growth stocks) did not suffer price declines as severe as the stock averages did. Furthermore, the income generated by those portfolio

FINANCIAL EDUCATION ESSENTIALS
  1. "Best ideas", R. Cohen, C. Polk, B. Silli, 2010

  2. "How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009

  3. "The inefficient stock market", R. Haugen, 2002

  4. "The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002

  5. "From efficient market theory to behavioral finance", R. Shiller, 2003

 

 

 

BLOG ROLL
RECENT POSTS
Search By Tags #
Please Click Here For Important Disclosures and a Customer Relationship Summary:
-  Form CRS (Customer Relationship Summary)
-  Form ADV (Brochure)

This site has some hyperlinks to other websites and blogs. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of us. Livian & Co., LLC does not endorse, approve, certify, or control third party content and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Livian & Co.

 

© 2020 by Livian & Co., LLC  |   PRIVACY NOTICE  |  IMPORTANT DISCLAIMER  |