Portfolio Insights

Do Bonds Make Sense in a Rising Rate Environment*?

You may have noticed that interest rates around the world have generally moved higher over the last few months. Predictably, this has encouraged certain investment “gurus” to issue increasingly vocal warnings to fixed income investors to…
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What is the Difference Between Gambling and Investing?

Most investors instinctively know that investing and gambling are not the same thing. At the same time, they may find it difficult to articulate exactly why they are different. They are both often considered in a…
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What About Warren Buffett?

As evidence-based investors, we know that in aggregate, the relative performance record for active mutual fund managers is dismal. Depending on the asset class in question, roughly 80%-90% of active equity managers have underperformed their benchmark…
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Charts that Humble

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain At Vickery Financial, we know that successful investing is not easy. It requires,…
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How to Win by Not Losing

At Vickery Financial, we know that everyone wants a successful investment experience. Unfortunately, there are several obstacles in our way toward achieving that goal. Some of these obstacles are simply ‘frictions’ or costs that can be…
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